True Wealth Design’s First Interstate BancSystem FIBK Stock Holding History

True Wealth Design’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
2026 Q2	$772	Sell	20 -2	-9%	-$71	﹤0.01%	2073
2026 Q1	$735	Hold	22	–	–	﹤0.01%	1914
2025 Q4	$762	Buy	22 +1	+5%	+$33	﹤0.01%	1801
2025 Q3	$670	Hold	21	–	–	﹤0.01%	1906
2025 Q2	$606	Buy	21 +20	+2,000%	+$539	﹤0.01%	1664
2025 Q1	$29	Buy	+1	New	+$31	﹤0.01%	2516

Other funds holding FIBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's FIBK Position: Q2 2026 in Review

True Wealth Design reduced its First Interstate BancSystem (FIBK) stake by 9.1% in Q2 2026, selling an estimated $71 and leaving 20 shares worth $772. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

True Wealth Design first reported a position in FIBK in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold FIBK as of Q2 2026.

True Wealth Design held 20 shares of First Interstate BancSystem worth $772 as of Q2 2026.
True Wealth Design sold 2 First Interstate BancSystem shares in Q2 2026, an estimated $71.
First Interstate BancSystem made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2073 holding.
True Wealth Design first reported a position in First Interstate BancSystem in Q1 2025 and has held it in 6 quarters since.
298 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.