Guggenheim Capital’s First Interstate BancSystem FIBK Stock Holding History

Guggenheim Capital’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
2025 Q3	–	Sell	-8,186	Closed	-$236K	–	1611
2025 Q2	$236K	Buy	+8,186	New	+$221K	﹤0.01%	1460
2024 Q3	–	Sell	-7,413	Closed	-$206K	–	1892
2024 Q2	$206K	Sell	7,413 -376	-5%	-$9.96K	﹤0.01%	1758
2024 Q1	$212K	Buy	+7,789	New	+$213K	﹤0.01%	1776
2022 Q2	–	Sell	-5,625	Closed	-$207K	–	2084
2022 Q1	$207K	Buy	+5,625	New	+$222K	﹤0.01%	2035
2018 Q2	–	Sell	-32,032	Closed	-$1.27M	–	2454
2018 Q1	$1.27M	Sell	32,032 -1,981	-6%	-$80.9K	﹤0.01%	1941
2017 Q4	$1.36M	Buy	34,013 +8,343	+33%	+$324K	﹤0.01%	1909
2017 Q3	$981K	Sell	25,670 -2,185	-8%	-$79.2K	﹤0.01%	2099
2017 Q2	$1.04M	Sell	27,855 -1,434	-5%	-$53.8K	﹤0.01%	2060
2017 Q1	$1.16M	Sell	29,289 -3,580	-11%	-$149K	﹤0.01%	2024
2016 Q4	$1.4M	Sell	32,869 -2,470	-7%	-$89.7K	﹤0.01%	1935
2016 Q3	$1.11M	Buy	35,339 +18,297	+107%	+$546K	﹤0.01%	2029
2016 Q2	$479K	Sell	17,042 -40,789	-71%	-$1.14M	﹤0.01%	2388
2016 Q1	$1.63M	Buy	+57,831	New	+$1.57M	0.01%	1717

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guggenheim Capital's FIBK Position: Q3 2025 in Review

Guggenheim Capital sold out of First Interstate BancSystem (FIBK) in Q3 2025, closing a stake of 8,186 shares — an estimated $236K sold.

Guggenheim Capital first reported a position in FIBK in Q1 2016 and held it in 13 quarters. The position peaked at $1.63M in Q1 2016. 238 funds tracked by Wall St. Rank hold FIBK as of Q3 2025.

Guggenheim Capital reported no remaining First Interstate BancSystem position as of Q3 2025 after selling out during the quarter.
Guggenheim Capital sold 8,186 First Interstate BancSystem shares in Q3 2025, an estimated $236K.
Guggenheim Capital first reported a position in First Interstate BancSystem in Q1 2016 and held it in 13 quarters.
Guggenheim Capital's First Interstate BancSystem position peaked at $1.63M in Q1 2016.
238 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.