Phocas Financial Corp’s First Interstate BancSystem FIBK Stock Holding History

Phocas Financial Corp’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 Q1	$3.07M	Buy	+91,894	New	+$3.29M	0.48%	94
2020 Q3	–	Sell	-147,139	Closed	-$4.55M	–	196
2020 Q2	$4.55M	Sell	147,139 -12,752	-8%	-$389K	0.81%	53
2020 Q1	$4.61M	Sell	159,891 -14,146	-8%	-$507K	0.93%	40
2019 Q4	$7.29M	Sell	174,037 -43,904	-20%	-$1.84M	0.88%	42
2019 Q3	$8.77M	Sell	217,941 -374	-0.2%	-$14.7K	0.93%	34
2019 Q2	$8.65M	Sell	218,315 -23,582	-10%	-$941K	0.93%	41
2019 Q1	$9.63M	Sell	241,897 -2,717	-1%	-$109K	0.97%	38
2018 Q4	$8.94M	Sell	244,614 -5,665	-2%	-$235K	1%	32
2018 Q3	$11.2M	Sell	250,279 -4,710	-2%	-$210K	0.98%	35
2018 Q2	$10.8M	Sell	254,989 -2,482	-1%	-$104K	0.93%	43
2018 Q1	$10.2M	Sell	257,471 -14,631	-5%	-$598K	0.92%	44
2017 Q4	$10.9M	Sell	272,102 -11,478	-4%	-$446K	0.91%	43
2017 Q3	$11K	Buy	283,580 +6,428	+2%	+$233K	0.92%	43
2017 Q2	$10.3M	Buy	277,152 +156,269	+129%	+$5.87M	0.93%	42
2017 Q1	$4.79M	Buy	+120,883	New	+$5.03M	0.44%	98

Other funds holding FIBK

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

FIB

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

HAM

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Phocas Financial Corp's FIBK Position: Q1 2026 in Review

Phocas Financial Corp opened a new position in First Interstate BancSystem (FIBK) in Q1 2026: 91,894 shares worth $3.07M. The stake represents 0.48% of the portfolio and ranks #94 among its holdings. This is a return to the name: Phocas Financial Corp previously reported a position in FIBK as recently as Q2 2020.

Phocas Financial Corp first reported a position in FIBK in Q1 2017 and has held it in 15 quarters since. The position peaked at $11.2M in Q3 2018. 287 funds tracked by Wall St. Rank hold FIBK as of Q1 2026.

Phocas Financial Corp held 91,894 shares of First Interstate BancSystem worth $3.07M as of Q1 2026.
First Interstate BancSystem was a new Phocas Financial Corp position in Q1 2026.
First Interstate BancSystem made up 0.48% of Phocas Financial Corp's portfolio in Q1 2026, its #94 holding.
Phocas Financial Corp first reported a position in First Interstate BancSystem in Q1 2017 and has held it in 15 quarters since.
Phocas Financial Corp's First Interstate BancSystem position peaked at $11.2M in Q3 2018.
287 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2026.

Based on Phocas Financial Corp's 13F filing for Q1 2026, filed 1 May 2026.