Root Financial Partners
FIBK icon

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
Q3 		$24.8K Buy
+695
New +$26.3K ﹤0.01% 1440
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's FIBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Interstate BancSystem (FIBK) in Q3 2026: 695 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FIBK as recently as Q1 2026.

Root Financial Partners first reported a position in FIBK in Q3 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

  • Root Financial Partners held 695 shares of First Interstate BancSystem worth $24.8K as of Q3 2026.
  • First Interstate BancSystem was a new Root Financial Partners position in Q3 2026.
  • First Interstate BancSystem made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1440 holding.
  • Root Financial Partners first reported a position in First Interstate BancSystem in Q3 2025 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.