Mount Yale Investment Advisors’s First Interstate BancSystem FIBK Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-1	Closed	-$22	–	997
2025 Q2	$22	Sell	1 -10,197	-100%	-$275K	﹤0.01%	1483
2025 Q1	$292K	Buy	10,198 +45	+0.4%	+$1.4K	0.03%	444
2024 Q4	$330K	Buy	10,153 +11	+0.1%	+$358	0.03%	419
2024 Q3	$311K	Buy	+10,142	New	+$303K	0.03%	421

Other funds holding FIBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's FIBK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of First Interstate BancSystem (FIBK) in Q3 2025, closing a stake of 1 share — an estimated $22 sold.

Mount Yale Investment Advisors first reported a position in FIBK in Q3 2024 and held it in 4 quarters. The position peaked at $330K in Q4 2024. 238 funds tracked by Wall St. Rank hold FIBK as of Q3 2025.

Mount Yale Investment Advisors reported no remaining First Interstate BancSystem position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1 First Interstate BancSystem share in Q3 2025, an estimated $22.
Mount Yale Investment Advisors first reported a position in First Interstate BancSystem in Q3 2024 and held it in 4 quarters.
Mount Yale Investment Advisors's First Interstate BancSystem position peaked at $330K in Q4 2024.
238 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.