JFS Wealth Advisors
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
Q3 		$2.29K Hold
64
– – ﹤0.01% 1555
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

First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Hussman Strategic Advisors
Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors's FIBK Position: Q3 2026 in Review

JFS Wealth Advisors held its First Interstate BancSystem (FIBK) position steady in Q3 2026 at 64 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

JFS Wealth Advisors first reported a position in FIBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.47K in Q2 2026. 87 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

  • JFS Wealth Advisors held 64 shares of First Interstate BancSystem worth $2.29K as of Q3 2026.
  • JFS Wealth Advisors left its First Interstate BancSystem share count unchanged in Q3 2026.
  • First Interstate BancSystem made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1555 holding.
  • JFS Wealth Advisors first reported a position in First Interstate BancSystem in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's First Interstate BancSystem position peaked at $2.47K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.