SVB Wealth’s First Interstate BancSystem FIBK Stock Holding History

SVB 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 Q2	–	Sell	-21	Closed	-$602	–	915
2025 Q1	$602	Buy	+21	New	+$651	﹤0.01%	1384

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

SVB Wealth's FIBK Position: Q2 2025 in Review

SVB Wealth sold out of First Interstate BancSystem (FIBK) in Q2 2025, closing a stake of 21 shares — an estimated $602 sold.

SVB Wealth first reported a position in FIBK in Q1 2025 and held it in 1 quarter. The position peaked at $602 in Q1 2025. 233 funds tracked by Wall St. Rank hold FIBK as of Q2 2025.

SVB Wealth reported no remaining First Interstate BancSystem position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 21 First Interstate BancSystem shares in Q2 2025, an estimated $602.
SVB Wealth first reported a position in First Interstate BancSystem in Q1 2025 and held it in 1 quarter.
SVB Wealth's First Interstate BancSystem position peaked at $602 in Q1 2025.
233 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.