Concourse Financial Group Securities’s First Interstate BancSystem FIBK Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-18	Closed	-$582	–	709
2024 Q4	$582	Hold	18	–	–	﹤0.01%	2139
2024 Q3	$552	Sell	18 -129	-88%	-$3.85K	﹤0.01%	2130
2024 Q2	$4.08K	Buy	147 +129	+717%	+$3.42K	﹤0.01%	1902
2024 Q1	$489	Hold	18	–	–	﹤0.01%	2215
2023 Q4	$553	Hold	18	–	–	﹤0.01%	2174
2023 Q3	$448	Buy	+18	New	+$470	﹤0.01%	2194

Other funds holding FIBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Concourse Financial Group Securities's FIBK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Interstate BancSystem (FIBK) in Q1 2025, closing a stake of 18 shares — an estimated $582 sold.

Concourse Financial Group Securities first reported a position in FIBK in Q3 2023 and held it in 6 quarters. The position peaked at $4.08K in Q2 2024. 248 funds tracked by Wall St. Rank hold FIBK as of Q1 2025.

Concourse Financial Group Securities reported no remaining First Interstate BancSystem position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 18 First Interstate BancSystem shares in Q1 2025, an estimated $582.
Concourse Financial Group Securities first reported a position in First Interstate BancSystem in Q3 2023 and held it in 6 quarters.
Concourse Financial Group Securities's First Interstate BancSystem position peaked at $4.08K in Q2 2024.
248 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.