Systematic Financial Management’s First Interstate BancSystem FIBK Stock Holding History

Systematic Financial Management’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
2024 Q4	–	Sell	-27,378	Closed	-$840K	–	284
2024 Q3	$840K	Buy	+27,378	New	+$817K	0.02%	229
2017 Q1	–	Sell	-41,120	Closed	-$1.75M	–	656
2016 Q4	$1.75M	Buy	41,120 +25	+0.1%	+$908	0.03%	447
2016 Q3	$1.29M	Buy	+41,095	New	+$1.23M	0.02%	527
2014 Q1	–	Sell	-74,026	Closed	-$2.1M	–	694
2013 Q4	$2.1M	Buy	74,026 +12,630	+21%	+$328K	0.02%	394
2013 Q3	$1.48M	Sell	61,396 -10,260	-14%	-$240K	0.01%	498
2013 Q2	$1.49M	Buy	+71,656	New	+$1.42M	0.01%	437

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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

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

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

Systematic Financial Management's FIBK Position: Q4 2024 in Review

Systematic Financial Management sold out of First Interstate BancSystem (FIBK) in Q4 2024, closing a stake of 27,378 shares — an estimated $840K sold.

Systematic Financial Management first reported a position in FIBK in Q2 2013 and held it in 6 quarters. The position peaked at $2.1M in Q4 2013. 241 funds tracked by Wall St. Rank hold FIBK as of Q4 2024.

Systematic Financial Management reported no remaining First Interstate BancSystem position as of Q4 2024 after selling out during the quarter.
Systematic Financial Management sold 27,378 First Interstate BancSystem shares in Q4 2024, an estimated $840K.
Systematic Financial Management first reported a position in First Interstate BancSystem in Q2 2013 and held it in 6 quarters.
Systematic Financial Management's First Interstate BancSystem position peaked at $2.1M in Q4 2013.
241 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.