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 Q3	$715	Hold	20	–	–	﹤0.01%	2033
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's FIBK Position: Q3 2026 in Review

True Wealth Design held its First Interstate BancSystem (FIBK) position steady in Q3 2026 at 20 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

True Wealth Design first reported a position in FIBK in Q1 2025 and has held it in 7 quarters since. The position peaked at $772 in Q2 2026. 21 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

True Wealth Design held 20 shares of First Interstate BancSystem worth $715 as of Q3 2026.
True Wealth Design left its First Interstate BancSystem share count unchanged in Q3 2026.
First Interstate BancSystem made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2033 holding.
True Wealth Design first reported a position in First Interstate BancSystem in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's First Interstate BancSystem position peaked at $772 in Q2 2026.
21 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.