Creative Planning’s First Interstate BancSystem FIBK Stock Holding History

Creative Planning’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 Q2	$11.1M	Buy	287,738 +88,140	+44%	+$3.12M	0.01%	817
2026 Q1	$6.67M	Buy	199,598 +89,937	+82%	+$3.22M	﹤0.01%	976
2025 Q4	$3.79M	Buy	109,661 +44,207	+68%	+$1.45M	﹤0.01%	1205
2025 Q3	$2.09M	Buy	65,454 +28,747	+78%	+$894K	﹤0.01%	1510
2025 Q2	$1.06M	Sell	36,707 -3,556	-9%	-$95.8K	﹤0.01%	1806
2025 Q1	$1.15M	Buy	40,263 +5,615	+16%	+$174K	﹤0.01%	1608
2024 Q4	$1.13M	Buy	34,648 +4,615	+15%	+$150K	﹤0.01%	1556
2024 Q3	$921K	Buy	30,033 +5,618	+23%	+$168K	﹤0.01%	1580
2024 Q2	$678K	Buy	24,415 +2,545	+12%	+$67.4K	﹤0.01%	1706
2024 Q1	$595K	Buy	21,870 +6,303	+40%	+$172K	﹤0.01%	1723
2023 Q4	$479K	Buy	15,567 +5,615	+56%	+$146K	﹤0.01%	1740
2023 Q3	$248K	Buy	+9,952	New	+$260K	﹤0.01%	2086
2017 Q3	–	Sell	-1,471	Closed	-$55K	–	2500
2017 Q2	$55K	Buy	1,471 +771	+110%	+$28.9K	﹤0.01%	2444
2017 Q1	$28K	Hold	700	–	–	﹤0.01%	2884
2016 Q4	$30K	Hold	700	–	–	﹤0.01%	2785
2016 Q3	$22K	Sell	700 -33	-5%	-$984	﹤0.01%	2997
2016 Q2	$21K	Hold	733	–	–	﹤0.01%	2760
2016 Q1	$21K	Sell	733 -33	-4%	-$894	﹤0.01%	2717
2015 Q4	$22K	Buy	766 +66	+9%	+$1.91K	﹤0.01%	2769
2015 Q3	$19K	Buy	+700	New	+$19.2K	﹤0.01%	2756
2015 Q2	–	Sell	-700	Closed	-$19K	–	1735
2015 Q1	$19K	Sell	700 -7,500	-91%	-$196K	﹤0.01%	2752
2014 Q4	$228K	Hold	8,200	–	–	﹤0.01%	1059
2014 Q3	$218K	Hold	8,200	–	–	﹤0.01%	1010
2014 Q2	$223K	Hold	8,200	–	–	﹤0.01%	967
2014 Q1	$231K	Buy	8,200 +7,500	+1,071%	+$199K	﹤0.01%	936
2013 Q4	$20K	Hold	700	–	–	﹤0.01%	2182
2013 Q3	$17K	Hold	700	–	–	﹤0.01%	2186
2013 Q2	$15K	Buy	+700	New	+$13.8K	﹤0.01%	2085

Other funds holding FIBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's FIBK Position: Q2 2026 in Review

Creative Planning increased its First Interstate BancSystem (FIBK) stake by 44% in Q2 2026, buying an estimated $3.12M and bringing the position to 287,738 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #817.

Creative Planning first reported a position in FIBK in Q2 2013 and has held it in 28 quarters since. 299 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

Creative Planning held 287,738 shares of First Interstate BancSystem worth $11.1M as of Q2 2026.
Creative Planning bought 88,140 First Interstate BancSystem shares in Q2 2026, an estimated $3.12M.
First Interstate BancSystem made up 0.01% of Creative Planning's portfolio in Q2 2026, its #817 holding.
Creative Planning first reported a position in First Interstate BancSystem in Q2 2013 and has held it in 28 quarters since.
299 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.