Wood Tarver Financial Group’s First Interstate BancSystem FIBK Stock Holding History

Wood Tarver Financial Group’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 Q3	–	Sell	-816	Closed	-$23K	–	316
2025 Q2	$23K	Hold	816	–	–	0.01%	349
2025 Q1	$23.4K	Hold	816	–	–	0.01%	336
2024 Q4	$26K	Buy	+816	New	+$26.5K	0.01%	321

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wood Tarver Financial Group's FIBK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of First Interstate BancSystem (FIBK) in Q3 2025, closing a stake of 816 shares — an estimated $23K sold.

Wood Tarver Financial Group first reported a position in FIBK in Q4 2024 and held it in 3 quarters. The position peaked at $26K in Q4 2024. 238 funds tracked by Wall St. Rank hold FIBK as of Q3 2025.

Wood Tarver Financial Group reported no remaining First Interstate BancSystem position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 816 First Interstate BancSystem shares in Q3 2025, an estimated $23K.
Wood Tarver Financial Group first reported a position in First Interstate BancSystem in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's First Interstate BancSystem position peaked at $26K in Q4 2024.
238 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.