DiNuzzo Private Wealth’s First Interstate BancSystem FIBK Stock Holding History

DiNuzzo Private Wealth’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	$656	Hold	17	–	–	﹤0.01%	1028
2026 Q1	$568	Hold	17	–	–	﹤0.01%	1051
2025 Q4	$589	Hold	17	–	–	﹤0.01%	1033
2025 Q3	$557	Hold	17	–	–	﹤0.01%	1064
2025 Q2	$490	Sell	17 -6	-26%	-$162	﹤0.01%	1075
2025 Q1	$659	Buy	23 +10	+77%	+$310	﹤0.01%	959
2024 Q4	$423	Hold	13	–	–	﹤0.01%	1131
2024 Q3	$399	Hold	13	–	–	﹤0.01%	1175
2024 Q2	$362	Buy	13 +4	+44%	+$106	﹤0.01%	1141
2024 Q1	$245	Sell	9 -1	-10%	-$27	﹤0.01%	1170
2023 Q4	$308	Buy	+10	New	+$260	﹤0.01%	1123

Other funds holding FIBK

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return