Wealth Enhancement Advisory Services
FIBK icon

Wealth Enhancement Advisory Services’s First Interstate BancSystem FIBK Stock Holding History

Wealth Enhancement Advisory Services’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 		$777K Buy
22,236
+2,799
+14% +$106K ﹤0.01% 2383
2026
Q2 		$755K Buy
19,437
+2,693
+16% +$95.3K ﹤0.01% 2306
2026
Q1 		$561K Sell
16,744
-1,759
-10% -$62.9K ﹤0.01% 2228
2025
Q4 		$686K Buy
18,503
+858
+5% +$28.1K ﹤0.01% 2234
2025
Q3 		$562K Buy
17,645
+2,201
+14% +$68.5K ﹤0.01% 2272
2025
Q2 		$481K Buy
15,444
+1,720
+13% +$46.4K ﹤0.01% 2257
2025
Q1 		$393K Sell
13,724
-600
-4% -$18.6K ﹤0.01% 2223
2024
Q4 		$465K Buy
14,324
+1,450
+11% +$47.2K ﹤0.01% 2040
2024
Q3 		$395K Buy
12,874
+2,169
+20% +$64.7K ﹤0.01% 1984
2024
Q2 		$297K Buy
10,705
+246
+2% +$6.51K ﹤0.01% 1981
2024
Q1 		$285K Buy
10,459
+119
+1% +$3.25K ﹤0.01% 1953
2023
Q4 		$318K Sell
10,340
-91
-0.9% -$2.37K ﹤0.01% 1774
2023
Q3 		$260K Buy
+10,431
New +$272K ﹤0.01% 1830

Other funds holding FIBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
St. Denis J. Villere & Co
St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's FIBK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Interstate BancSystem (FIBK) stake by 14% in Q3 2026, buying an estimated $106K and bringing the position to 22,236 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Wealth Enhancement Advisory Services first reported a position in FIBK in Q3 2023 and has held it in 13 quarters since. 162 funds tracked by Wall St. Rank hold FIBK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 22,236 shares of First Interstate BancSystem worth $777K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,799 First Interstate BancSystem shares in Q3 2026, an estimated $106K.
  • First Interstate BancSystem made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2383 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Interstate BancSystem in Q3 2023 and has held it in 13 quarters since.
  • 162 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.