Carson Wealth (CWM LLC)
FIBK icon

Carson Wealth (CWM LLC)’s First Interstate BancSystem FIBK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.14M Sell
33,992
-182
-0.5% -$6.51K ﹤0.01% 1471
2025
Q4 		$1.18M Buy
34,174
+202
+0.6% +$6.61K ﹤0.01% 1399
2025
Q3 		$1.08M Buy
33,972
+2,059
+6% +$64K ﹤0.01% 1358
2025
Q2 		$920K Buy
31,913
+1,481
+5% +$39.9K ﹤0.01% 1278
2025
Q1 		$872K Sell
30,432
-245
-0.8% -$7.59K ﹤0.01% 1204
2024
Q4 		$996K Buy
30,677
+25,525
+495% +$830K ﹤0.01% 1090
2024
Q3 		$158K Buy
5,152
+2,029
+65% +$60.6K ﹤0.01% 1885
2024
Q2 		$87K Buy
3,123
+430
+16% +$11.4K ﹤0.01% 2057
2024
Q1 		$73K Buy
2,693
+325
+14% +$8.87K ﹤0.01% 2064
2023
Q4 		$73K Buy
2,368
+702
+42% +$18.3K ﹤0.01% 1949
2023
Q3 		$42K Buy
1,666
+35
+2% +$914 ﹤0.01% 2171
2023
Q2 		$39K Buy
1,631
+921
+130% +$23.2K ﹤0.01% 2160
2023
Q1 		$21K Sell
710
-238
-25% -$8.38K ﹤0.01% 2466
2022
Q4 		$37K Buy
948
+4
+0.4% +$169 ﹤0.01% 1930
2022
Q3 		$38K Hold
944
– – ﹤0.01% 1799
2022
Q2 		$36K Buy
944
+306
+48% +$10.9K ﹤0.01% 1780
2022
Q1 		$23K Buy
638
+635
+21,167% +$25K ﹤0.01% 1987
2021
Q4 		$0 Buy
+3
New +$125 ﹤0.01% 3538
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2953
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2953
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2952
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2952
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2952
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2952
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2951
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2951
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2951
2019
Q1 		$0 Buy
+3
New +$120 ﹤0.01% 3039
2018
Q3 		– Sell
-24
Closed -$1K – 1888
2018
Q2 		$1K Buy
+24
New +$1.01K ﹤0.01% 1515

Other funds holding FIBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FIBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Interstate BancSystem (FIBK) stake by 0.53% in Q1 2026, selling an estimated $6.51K and leaving 33,992 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Carson Wealth (CWM LLC) first reported a position in FIBK in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.18M in Q4 2025. 288 funds tracked by Wall St. Rank hold FIBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,992 shares of First Interstate BancSystem worth $1.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 182 First Interstate BancSystem shares in Q1 2026, an estimated $6.51K.
  • First Interstate BancSystem made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1471 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Interstate BancSystem in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s First Interstate BancSystem position peaked at $1.18M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.