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Summit Securities Group’s First Interstate BancSystem FIBK Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-530
Closed -$15.2K – 1184
2025
Q1 		$15.2K Buy
+530
New +$16.4K ﹤0.01% 502
2024
Q1 		– Sell
-2,314
Closed -$71K – 620
2023
Q4 		$71K Buy
+2,314
New +$60.2K 0.01% 368

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Summit Securities Group's FIBK Position: Q2 2025 in Review

Summit Securities Group sold out of First Interstate BancSystem (FIBK) in Q2 2025, closing a stake of 530 shares — an estimated $15.2K sold.

Summit Securities Group first reported a position in FIBK in Q4 2023 and held it in 2 quarters. The position peaked at $71K in Q4 2023. 233 funds tracked by Wall St. Rank hold FIBK as of Q2 2025.

  • Summit Securities Group reported no remaining First Interstate BancSystem position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 530 First Interstate BancSystem shares in Q2 2025, an estimated $15.2K.
  • Summit Securities Group first reported a position in First Interstate BancSystem in Q4 2023 and held it in 2 quarters.
  • Summit Securities Group's First Interstate BancSystem position peaked at $71K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.