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Essential Partners’s First Interstate BancSystem FIBK Stock Holding History

Essential 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
2026
Q3 		$1.14K Hold
32
– – ﹤0.01% 2137
2026
Q2 		$1.23K Hold
32
– – ﹤0.01% 2150
2026
Q1 		$1.07K Hold
32
– – ﹤0.01% 2219
2025
Q4 		$1.11K Buy
32
+13
+68% +$425 ﹤0.01% 1996
2025
Q3 		$606 Buy
+19
New +$591 ﹤0.01% 2161

Other funds holding FIBK

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's FIBK Position: Q3 2026 in Review

Essential Partners held its First Interstate BancSystem (FIBK) position steady in Q3 2026 at 32 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Essential Partners first reported a position in FIBK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.23K in Q2 2026. 15 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

  • Essential Partners held 32 shares of First Interstate BancSystem worth $1.14K as of Q3 2026.
  • Essential Partners left its First Interstate BancSystem share count unchanged in Q3 2026.
  • First Interstate BancSystem made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2137 holding.
  • Essential Partners first reported a position in First Interstate BancSystem in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's First Interstate BancSystem position peaked at $1.23K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.