Global Wealth Strategies & Associates’s First Interstate BancSystem FIBK Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-240	Closed	-$8.02K	–	211
2026 Q1	$8.02K	Hold	240	–	–	﹤0.01%	331
2025 Q4	$8.3K	Hold	240	–	–	﹤0.01%	328
2025 Q3	$7.65K	Hold	240	–	–	﹤0.01%	309
2025 Q2	$6.92K	Hold	240	–	–	﹤0.01%	243
2025 Q1	$6.88K	Hold	240	–	–	﹤0.01%	295
2024 Q4	$7.79K	Hold	240	–	–	﹤0.01%	241
2024 Q3	$7.36K	Hold	240	–	–	﹤0.01%	211
2024 Q2	$6.67K	Hold	240	–	–	﹤0.01%	200
2024 Q1	$6.53K	Hold	240	–	–	﹤0.01%	205
2023 Q4	$7.38K	Hold	240	–	–	﹤0.01%	186
2023 Q3	$5.99K	Hold	240	–	–	﹤0.01%	199
2023 Q2	$5.72K	Hold	240	–	–	﹤0.01%	197
2023 Q1	$7.17K	Hold	240	–	–	﹤0.01%	190
2022 Q4	$9.28K	Buy	+240	New	+$10.2K	0.01%	154

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