SteelPeak Wealth’s First Interstate BancSystem FIBK Stock Holding History

SteelPeak Wealth’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
2025 Q3	–	Sell	-8,480	Closed	-$244K	–	614
2025 Q2	$244K	Buy	8,480 +1,253	+17%	+$33.8K	0.01%	451
2025 Q1	$207K	Sell	7,227 -367	-5%	-$11.4K	0.01%	485
2024 Q4	$247K	Sell	7,594 -227	-3%	-$7.38K	0.01%	455
2024 Q3	$240K	Sell	7,821 -867	-10%	-$25.9K	0.01%	425
2024 Q2	$241K	Buy	+8,688	New	+$230K	0.01%	429

Other funds holding FIBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SteelPeak Wealth's FIBK Position: Q3 2025 in Review

SteelPeak Wealth sold out of First Interstate BancSystem (FIBK) in Q3 2025, closing a stake of 8,480 shares — an estimated $244K sold.

SteelPeak Wealth first reported a position in FIBK in Q2 2024 and held it in 5 quarters. The position peaked at $247K in Q4 2024. 238 funds tracked by Wall St. Rank hold FIBK as of Q3 2025.

SteelPeak Wealth reported no remaining First Interstate BancSystem position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 8,480 First Interstate BancSystem shares in Q3 2025, an estimated $244K.
SteelPeak Wealth first reported a position in First Interstate BancSystem in Q2 2024 and held it in 5 quarters.
SteelPeak Wealth's First Interstate BancSystem position peaked at $247K in Q4 2024.
238 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.