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 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 $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

Pinnacle Wealth Planning Services's FIBK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its First Interstate BancSystem (FIBK) stake by 14% in Q1 2026, selling an estimated $6.12K and leaving 1,069 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Pinnacle Wealth Planning Services first reported a position in FIBK in Q4 2020 and has held it in 3 quarters since. The position peaked at $42.9K in Q4 2025. 287 funds tracked by Wall St. Rank hold FIBK as of Q1 2026.

Pinnacle Wealth Planning Services held 1,069 shares of First Interstate BancSystem worth $35.7K as of Q1 2026.
Pinnacle Wealth Planning Services sold 171 First Interstate BancSystem shares in Q1 2026, an estimated $6.12K.
First Interstate BancSystem made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1386 holding.
Pinnacle Wealth Planning Services first reported a position in First Interstate BancSystem in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's First Interstate BancSystem position peaked at $42.9K in Q4 2025.
287 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.