CAPTRUST Financial Advisors
FIBK icon

CAPTRUST Financial Advisors’s First Interstate BancSystem FIBK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio FIBK Stock Details FIBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$480K Sell
13,418
-971
-7% -$36.7K ﹤0.01% 2262
2026
Q2 		$555K Buy
14,389
+1,965
+16% +$69.6K ﹤0.01% 2111
2026
Q1 		$415K Buy
12,424
+643
+5% +$23K ﹤0.01% 2160
2025
Q4 		$408K Buy
11,781
+936
+9% +$30.6K ﹤0.01% 2028
2025
Q3 		$346K Buy
10,845
+3,334
+44% +$104K ﹤0.01% 2080
2025
Q2 		$216K Buy
+7,511
New +$202K ﹤0.01% 2248
2025
Q1 		– Sell
-6,421
Closed -$208K – 2386
2024
Q4 		$208K Buy
+6,421
New +$209K ﹤0.01% 2124
2022
Q3 		– Sell
-2,805
Closed -$107K – 2737
2022
Q2 		$107K Sell
2,805
-76
-3% -$2.71K ﹤0.01% 2144
2022
Q1 		$106K Buy
2,881
+2,392
+489% +$94.3K ﹤0.01% 2220
2021
Q4 		$20K Buy
489
+42
+9% +$1.74K ﹤0.01% 3277
2021
Q3 		$18K Sell
447
-213
-32% -$9.02K ﹤0.01% 3226
2021
Q2 		$28K Sell
660
-7
-1% -$323 ﹤0.01% 2882
2021
Q1 		$31K Buy
667
+607
+1,012% +$27K ﹤0.01% 2721
2020
Q4 		$2K Sell
60
-127
-68% -$4.82K ﹤0.01% 3104
2020
Q3 		$6K Hold
187
– – ﹤0.01% 2473
2020
Q2 		$6K Buy
+187
New +$5.71K ﹤0.01% 2341
2019
Q4 		– Sell
-529
Closed -$21K – 1276
2019
Q3 		$21K Sell
529
-91
-15% -$3.58K ﹤0.01% 1285
2019
Q2 		$25K Sell
620
-4
-0.6% -$160 ﹤0.01% 1212
2019
Q1 		$25K Sell
624
-143
-19% -$5.72K ﹤0.01% 1100
2018
Q4 		$28K Buy
767
+422
+122% +$17.5K ﹤0.01% 917
2018
Q3 		$15K Buy
345
+162
+89% +$7.22K ﹤0.01% 1100
2018
Q2 		$8K Buy
183
+76
+71% +$3.19K ﹤0.01% 1229
2018
Q1 		$4K Sell
107
-8
-7% -$327 ﹤0.01% 1180
2017
Q4 		$5K Buy
+115
New +$4.47K ﹤0.01% 1120

Other funds holding FIBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

CAPTRUST Financial Advisors's FIBK Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its First Interstate BancSystem (FIBK) stake by 6.7% in Q3 2026, selling an estimated $36.7K and leaving 13,418 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

CAPTRUST Financial Advisors first reported a position in FIBK in Q4 2017 and has held it in 24 quarters since. The position peaked at $555K in Q2 2026. 191 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

  • CAPTRUST Financial Advisors held 13,418 shares of First Interstate BancSystem worth $480K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 971 First Interstate BancSystem shares in Q3 2026, an estimated $36.7K.
  • First Interstate BancSystem made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2262 holding.
  • CAPTRUST Financial Advisors first reported a position in First Interstate BancSystem in Q4 2017 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's First Interstate BancSystem position peaked at $555K in Q2 2026.
  • 191 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.