JWA
FIBK icon

JFS Wealth Advisors’s First Interstate BancSystem FIBK Stock Holding History

JFS Wealth Advisors’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 		$2.47K Buy
64
+4
+7% +$142 ﹤0.01% 1541
2026
Q1 		$2K Buy
60
+8
+15% +$286 ﹤0.01% 1505
2025
Q4 		$1.8K Buy
52
+39
+300% +$1.28K ﹤0.01% 1580
2025
Q3 		$415 Sell
13
-5
-28% -$156 ﹤0.01% 1786
2025
Q2 		$519 Sell
18
-35
-66% -$943 ﹤0.01% 1694
2025
Q1 		$1.52K Sell
53
-4
-7% -$124 ﹤0.01% 1556
2024
Q4 		$1.85K Buy
57
+12
+27% +$390 ﹤0.01% 1511
2024
Q3 		$1.38K Buy
45
+14
+45% +$418 ﹤0.01% 1612
2024
Q2 		$861 Buy
31
+14
+82% +$371 ﹤0.01% 1697
2024
Q1 		$463 Hold
17
– – ﹤0.01% 1798
2023
Q4 		$523 Buy
17
+1
+6% +$26 ﹤0.01% 1795
2023
Q3 		$400 Sell
16
-16
-50% -$418 ﹤0.01% 1779
2023
Q2 		$763 Buy
32
+19
+146% +$479 ﹤0.01% 1678
2023
Q1 		$389 Sell
13
-38
-75% -$1.34K ﹤0.01% 1747
2022
Q4 		$1.97K Buy
51
+4
+9% +$169 ﹤0.01% 1379
2022
Q3 		$2K Sell
47
-6
-11% -$242 ﹤0.01% 1314
2022
Q2 		$2K Buy
53
+25
+89% +$891 ﹤0.01% 1314
2022
Q1 		$1K Buy
28
+15
+115% +$591 ﹤0.01% 1633
2021
Q4 		$1K Buy
+13
New +$540 ﹤0.01% 1350

Other funds holding FIBK

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WCM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM