NFSG
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Newbridge Financial Services Group’s First Interstate BancSystem FIBK Stock Holding History

Newbridge Financial Services Group’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
2024
Q1 		– Sell
-1
Closed -$32 – 1215
2023
Q4 		$32 Hold
1
– – ﹤0.01% 1106
2023
Q3 		$26 Sell
1
-1
-50% -$26 ﹤0.01% 1269
2023
Q2 		$49 Hold
2
– – ﹤0.01% 1316
2023
Q1 		$61 Hold
2
– – ﹤0.01% 1372
2022
Q4 		$78 Hold
2
– – ﹤0.01% 1403
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1414
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1408
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1476
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1457
2021
Q3 		$1K Sell
2
-656
-100% -$27.8K ﹤0.01% 1256
2021
Q2 		$28K Buy
658
+1
+0.2% +$46 0.02% 666
2021
Q1 		$30K Buy
+657
New +$29.2K 0.02% 577

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return