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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's FIBK Position: Q2 2026 in Review

JFS Wealth Advisors increased its First Interstate BancSystem (FIBK) stake by 6.7% in Q2 2026, buying an estimated $142 and bringing the position to 64 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

JFS Wealth Advisors first reported a position in FIBK in Q4 2021 and has held it in 19 quarters since. 298 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

  • JFS Wealth Advisors held 64 shares of First Interstate BancSystem worth $2.47K as of Q2 2026.
  • JFS Wealth Advisors bought 4 First Interstate BancSystem shares in Q2 2026, an estimated $142.
  • First Interstate BancSystem made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1541 holding.
  • JFS Wealth Advisors first reported a position in First Interstate BancSystem in Q4 2021 and has held it in 19 quarters since.
  • 298 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.