LRI Investments’s First Interstate BancSystem FIBK Stock Holding History

LRI Investments’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	$231	Buy	+6	New	+$212	﹤0.01%	1711

Other funds holding FIBK

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's FIBK Position: Q2 2026 in Review

LRI Investments opened a new position in First Interstate BancSystem (FIBK) in Q2 2026: 6 shares worth $231. The stake represents ﹤0.01% of the portfolio and ranks #1711 among its holdings.

74 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

LRI Investments held 6 shares of First Interstate BancSystem worth $231 as of Q2 2026.
First Interstate BancSystem was a new LRI Investments position in Q2 2026.
First Interstate BancSystem made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1711 holding.
74 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.