Evergreen Capital Management
FIBK icon

Evergreen Capital Management’s First Interstate BancSystem FIBK Stock Holding History

Evergreen Capital 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
2026
Q3 		$860K Hold
24,067
– – 0.02% 585
2026
Q2 		$928K Sell
24,067
-132
-0.5% -$4.67K 0.02% 575
2026
Q1 		$808K Buy
24,199
+132
+0.5% +$4.72K 0.02% 563
2025
Q4 		$833K Buy
24,067
+2,621
+12% +$85.8K 0.02% 520
2025
Q3 		$683K Buy
21,446
+244
+1% +$7.59K 0.02% 517
2025
Q2 		$611K Sell
21,202
-4,369
-17% -$118K 0.02% 483
2025
Q1 		$733K Buy
25,571
+991
+4% +$30.7K 0.02% 389
2024
Q4 		$798K Buy
24,580
+468
+2% +$15.2K 0.03% 384
2024
Q3 		$740K Buy
24,112
+923
+4% +$27.5K 0.02% 388
2024
Q2 		$644K Buy
23,189
+211
+0.9% +$5.59K 0.02% 402
2024
Q1 		$625K Buy
22,978
+685
+3% +$18.7K 0.02% 387
2023
Q4 		$686K Buy
22,293
+7,025
+46% +$183K 0.03% 351
2023
Q3 		$381K Buy
15,268
+853
+6% +$22.3K 0.02% 472
2023
Q2 		$344K Buy
+14,415
New +$363K 0.01% 509
2023
Q1 		– Sell
-8,147
Closed -$315K – 733
2022
Q4 		$315K Sell
8,147
-308
-4% -$13K 0.01% 471
2022
Q3 		$342K Buy
8,455
+769
+10% +$31K 0.02% 419
2022
Q2 		$293K Buy
7,686
+679
+10% +$24.2K 0.02% 426
2022
Q1 		$258K Buy
7,007
+873
+14% +$34.4K 0.01% 525
2021
Q4 		$249K Hold
6,134
– – 0.01% 523
2021
Q3 		$247K Hold
6,134
– – 0.01% 488
2021
Q2 		$257K Hold
6,134
– – 0.01% 452
2021
Q1 		$282K Hold
6,134
– – 0.01% 412
2020
Q4 		$250K Sell
6,134
-1,000
-14% -$38K 0.01% 376
2020
Q3 		$227K Sell
7,134
-1,000
-12% -$31K 0.02% 369
2020
Q2 		$252K Buy
+8,134
New +$248K 0.02% 330

Other funds holding FIBK

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Altus Wealth Group
Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management's FIBK Position: Q3 2026 in Review

Evergreen Capital Management held its First Interstate BancSystem (FIBK) position steady in Q3 2026 at 24,067 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #585.

Evergreen Capital Management first reported a position in FIBK in Q2 2020 and has held it in 25 quarters since. The position peaked at $928K in Q2 2026. 72 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

  • Evergreen Capital Management held 24,067 shares of First Interstate BancSystem worth $860K as of Q3 2026.
  • Evergreen Capital Management left its First Interstate BancSystem share count unchanged in Q3 2026.
  • First Interstate BancSystem made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #585 holding.
  • Evergreen Capital Management first reported a position in First Interstate BancSystem in Q2 2020 and has held it in 25 quarters since.
  • Evergreen Capital Management's First Interstate BancSystem position peaked at $928K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.