Steward Financial Group’s First Interstate BancSystem FIBK Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+53	New	+$1.38K	﹤0.01%	1146
2023 Q2	–	Sell	-45	Closed	-$1K	–	655
2023 Q1	$1K	Buy	45 +22	+96%	+$774	﹤0.01%	606
2022 Q4	$0	Buy	+23	New	+$973	﹤0.01%	634
2022 Q3	–	Sell	-23	Closed	–	–	521
2022 Q2	$0	Buy	+23	New	+$820	﹤0.01%	1102

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Steward Financial Group's FIBK Position: Q3 2023 in Review

Steward Financial Group opened a new position in First Interstate BancSystem (FIBK) in Q3 2023: 53 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FIBK as recently as Q1 2023.

Steward Financial Group first reported a position in FIBK in Q2 2022 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold FIBK as of Q3 2023.

Steward Financial Group held 53 shares of First Interstate BancSystem worth $1K as of Q3 2023.
First Interstate BancSystem was a new Steward Financial Group position in Q3 2023.
First Interstate BancSystem made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1146 holding.
Steward Financial Group first reported a position in First Interstate BancSystem in Q2 2022 and has held it in 4 quarters since.
202 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.