Dakota Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

Dakota Wealth Management’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 Q2	–	Sell	-9,213	Closed	-$264K	–	782
2025 Q1	$264K	Sell	9,213 -10,794	-54%	-$334K	0.01%	652
2024 Q4	$650K	Sell	20,007 -13,202	-40%	-$429K	0.01%	451
2024 Q3	$1.02M	Sell	33,209 -5,300	-14%	-$158K	0.02%	366
2024 Q2	$1.07M	Sell	38,509 -3,116	-7%	-$82.5K	0.03%	356
2024 Q1	$1.13M	Sell	41,625 -2,094	-5%	-$57.2K	0.03%	350
2023 Q4	$1.34M	Sell	43,719 -1,451	-3%	-$37.7K	0.05%	269
2023 Q3	$1.13M	Sell	45,170 -1,953	-4%	-$51K	0.05%	269
2023 Q2	$1.12M	Buy	47,123 +56	+0.1%	+$1.41K	0.05%	237
2023 Q1	$1.41M	Buy	47,067 +671	+1%	+$23.6K	0.09%	191
2022 Q4	$1.79M	Buy	46,396 +1,424	+3%	+$60.2K	0.13%	164
2022 Q3	$1.81M	Buy	+44,972	New	+$1.81M	0.15%	156

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

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

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

Dakota Wealth Management's FIBK Position: Q2 2025 in Review

Dakota Wealth Management sold out of First Interstate BancSystem (FIBK) in Q2 2025, closing a stake of 9,213 shares — an estimated $264K sold.

Dakota Wealth Management first reported a position in FIBK in Q3 2022 and held it in 11 quarters. The position peaked at $1.81M in Q3 2022. 233 funds tracked by Wall St. Rank hold FIBK as of Q2 2025.

Dakota Wealth Management reported no remaining First Interstate BancSystem position as of Q2 2025 after selling out during the quarter.
Dakota Wealth Management sold 9,213 First Interstate BancSystem shares in Q2 2025, an estimated $264K.
Dakota Wealth Management first reported a position in First Interstate BancSystem in Q3 2022 and held it in 11 quarters.
Dakota Wealth Management's First Interstate BancSystem position peaked at $1.81M in Q3 2022.
233 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.