Hennion & Walsh Asset Management’s First Interstate BancSystem FIBK Stock Holding History

Hennion & Walsh Asset 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	$747K	Buy	20,909 +1,531	+8%	+$57.9K	0.02%	648
2026 Q2	$747K	Sell	19,378 -115	-0.6%	-$4.07K	0.02%	648
2026 Q1	$651K	Buy	19,493 +2,042	+12%	+$73K	0.02%	629
2025 Q4	$604K	Sell	17,451 -5,136	-23%	-$168K	0.02%	654
2025 Q3	$720K	Buy	22,587 +1,196	+6%	+$37.2K	0.03%	590
2025 Q2	$616K	Buy	21,391 +4,002	+23%	+$108K	0.02%	614
2025 Q1	$498K	Buy	17,389 +3,324	+24%	+$103K	0.02%	631
2024 Q4	$457K	Buy	14,065 +3,929	+39%	+$128K	0.02%	644
2024 Q3	$311K	Buy	10,136 +507	+5%	+$15.1K	0.01%	731
2024 Q2	$267K	Buy	+9,629	New	+$255K	0.01%	754

Other funds holding FIBK

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 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

Hennion & Walsh Asset Management's FIBK Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its First Interstate BancSystem (FIBK) stake by 7.9% in Q3 2026, buying an estimated $57.9K and bringing the position to 20,909 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #648.

Hennion & Walsh Asset Management first reported a position in FIBK in Q2 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

Hennion & Walsh Asset Management held 20,909 shares of First Interstate BancSystem worth $747K as of Q3 2026.
Hennion & Walsh Asset Management bought 1,531 First Interstate BancSystem shares in Q3 2026, an estimated $57.9K.
First Interstate BancSystem made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #648 holding.
Hennion & Walsh Asset Management first reported a position in First Interstate BancSystem in Q2 2024 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.