Pinnacle Wealth Planning Services’s First Interstate BancSystem FIBK Stock Holding History

Pinnacle Wealth Planning Services’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	$48.4K	Buy	1,254 +185	+17%	+$6.55K	﹤0.01%	1297
2026 Q1	$35.7K	Sell	1,069 -171	-14%	-$6.12K	﹤0.01%	1386
2025 Q4	$42.9K	Buy	+1,240	New	+$40.6K	﹤0.01%	1307
2021 Q1	–	Sell	-624	Closed	-$25K	–	917
2020 Q4	$25K	Buy	+624	New	+$23.7K	0.01%	1071

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

Pinnacle Wealth Planning Services's FIBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its First Interstate BancSystem (FIBK) stake by 17% in Q2 2026, buying an estimated $6.55K and bringing the position to 1,254 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Pinnacle Wealth Planning Services first reported a position in FIBK in Q4 2020 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

Pinnacle Wealth Planning Services held 1,254 shares of First Interstate BancSystem worth $48.4K as of Q2 2026.
Pinnacle Wealth Planning Services bought 185 First Interstate BancSystem shares in Q2 2026, an estimated $6.55K.
First Interstate BancSystem made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1297 holding.
Pinnacle Wealth Planning Services first reported a position in First Interstate BancSystem in Q4 2020 and has held it in 4 quarters since.
299 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.