Edgestream Partners’s First Interstate BancSystem FIBK Stock Holding History

Edgestream Partners’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
2024 Q4	–	Sell	-61,132	Closed	-$1.88M	–	933
2024 Q3	$1.88M	Sell	61,132 -55,496	-48%	-$1.66M	0.08%	423
2024 Q2	$3.24M	Buy	116,628 +57,938	+99%	+$1.53M	0.16%	221
2024 Q1	$1.6M	Buy	+58,690	New	+$1.6M	0.08%	391
2023 Q4	–	Sell	-60,222	Closed	-$1.5M	–	908
2023 Q3	$1.5M	Buy	+60,222	New	+$1.57M	0.12%	273

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 $1.78B AUM 13.62% 1-Year Est. Return

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

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

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

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

Edgestream Partners's FIBK Position: Q4 2024 in Review

Edgestream Partners sold out of First Interstate BancSystem (FIBK) in Q4 2024, closing a stake of 61,132 shares — an estimated $1.88M sold.

Edgestream Partners first reported a position in FIBK in Q3 2023 and held it in 4 quarters. The position peaked at $3.24M in Q2 2024. 241 funds tracked by Wall St. Rank hold FIBK as of Q4 2024.

Edgestream Partners reported no remaining First Interstate BancSystem position as of Q4 2024 after selling out during the quarter.
Edgestream Partners sold 61,132 First Interstate BancSystem shares in Q4 2024, an estimated $1.88M.
Edgestream Partners first reported a position in First Interstate BancSystem in Q3 2023 and held it in 4 quarters.
Edgestream Partners's First Interstate BancSystem position peaked at $3.24M in Q2 2024.
241 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.