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Root Financial Partners’s First Interstate BancSystem FIBK Stock Holding History

Root Financial Partners’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 		– Sell
-624
Closed -$20.8K – 1370
2026
Q1 		$20.8K Buy
624
+282
+82% +$10.1K ﹤0.01% 1309
2025
Q4 		$11.8K Buy
342
+58
+20% +$1.9K ﹤0.01% 1427
2025
Q3 		$9.05K Buy
+284
New +$8.83K ﹤0.01% 1489

Other funds holding FIBK

FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's FIBK Position: Q2 2026 in Review

Root Financial Partners sold out of First Interstate BancSystem (FIBK) in Q2 2026, closing a stake of 624 shares — an estimated $20.8K sold.

Root Financial Partners first reported a position in FIBK in Q3 2025 and held it in 3 quarters. The position peaked at $20.8K in Q1 2026. 65 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

  • Root Financial Partners reported no remaining First Interstate BancSystem position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 624 First Interstate BancSystem shares in Q2 2026, an estimated $20.8K.
  • Root Financial Partners first reported a position in First Interstate BancSystem in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Interstate BancSystem position peaked at $20.8K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.