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 Q2	$3.36M	Sell	87,228 -4,666	-5%	-$165K	0.47%	94
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	$11M	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FIB

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phocas Financial Corp's FIBK Position: Q2 2026 in Review

Phocas Financial Corp reduced its First Interstate BancSystem (FIBK) stake by 5.1% in Q2 2026, selling an estimated $165K and leaving 87,228 shares worth $3.36M. The position accounts for 0.47% of the portfolio, ranked #94.

Phocas Financial Corp first reported a position in FIBK in Q1 2017 and has held it in 16 quarters since. The position peaked at $11.2M in Q3 2018. 299 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

Phocas Financial Corp held 87,228 shares of First Interstate BancSystem worth $3.36M as of Q2 2026.
Phocas Financial Corp sold 4,666 First Interstate BancSystem shares in Q2 2026, an estimated $165K.
First Interstate BancSystem made up 0.47% of Phocas Financial Corp's portfolio in Q2 2026, its #94 holding.
Phocas Financial Corp first reported a position in First Interstate BancSystem in Q1 2017 and has held it in 16 quarters since.
Phocas Financial Corp's First Interstate BancSystem position peaked at $11.2M in Q3 2018.
299 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.