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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 29, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
201
+20 vs. Q2 2025
Portfolio value
$1.81B
+$109.0M (+6.4%) vs. Q2 2025
Filed
Oct 29, 2025
SEC
Holdings of First Interstate Bank in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,779,047$149.6M8.3%+34,649+2.0%Added–
FIBKFirst Interstate Bancsystem IncCOM4,694,218$149.6M8.3%−229,773−4.7%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT748,450$142.0M7.8%−2,147−0.3%Reduced–
iShares Core S&P 500 ETF464287200ETF201,313$134.7M7.4%−475−0.2%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,677,927$100.7M5.6%+35,300+2.1%Added–
iShares Core S&P Mid-Cap ETF464287507ETF1,498,721$97.8M5.4%+2,113+0.1%Added–
iShares Tr464288687PFD AND INCM SEC2,872,073$90.8M5.0%+6,906+0.2%Added–
iShares Core S&P Small Cap ETF464287804ETF669,222$79.5M4.4%+4,524+0.7%Added–
Flexshares Tr33939L407MORNSTAR UPSTR1,459,399$63.9M3.5%+38,053+2.7%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,268,396$59.6M3.3%+25,655+2.1%Added–
Global X FDS37954Y673US INFR DEV ETF1,197,751$57.0M3.1%+3,144+0.3%Added–
iShares Tr46434V803HDG MSCI EAFE1,434,508$56.8M3.1%−18,833−1.3%Reduced–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF2,010,433$51.5M2.8%+24,453+1.2%Added–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF1,891,800$49.6M2.7%+24,882+1.3%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF129,146$36.4M2.0%−2,417−1.8%Reduced–
MSFTMicrosoft CorpStock42,719$22.1M1.2%−241−0.6%ReducedHistory
AAPLApple Inc.Stock82,633$21.0M1.2%+369+0.4%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF146,929$17.4M1.0%−3,090−2.1%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF119,613$16.6M0.9%−2,210−1.8%Reduced–
AMZNAmazon Com IncStock70,244$15.4M0.9%−328−0.5%ReducedHistory
GOOGLAlphabet Inc.Stock61,550$15.0M0.8%−1,336−2.1%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF96,900$14.9M0.8%+12,119+14.3%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF248,735$13.4M0.7%−3,451−1.4%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF142,188$12.7M0.7%−1,934−1.3%Reduced–
BRK.BBerkshire Hathaway IncStock23,389$11.8M0.6%+3,817+19.5%AddedHistory
PANWPalo Alto Networks IncStock49,974$10.2M0.6%−831−1.6%ReducedHistory
JPMJPMorgan Chase & CoStock31,660$9.99M0.6%−588−1.8%ReducedHistory
CSCOCisco Systems, Inc.Stock140,786$9.63M0.5%−1,572−1.1%ReducedHistory
WMTWalmart Inc.Stock92,462$9.53M0.5%−1,425−1.5%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF28,784$9.19M0.5%−379−1.3%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF91,667$7.99M0.4%−1,465−1.6%Reduced–
AXPAmerican Express CoStock22,590$7.50M0.4%−589−2.5%ReducedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF173,980$7.33M0.4%−3,025−1.7%Reduced–
MCDMcDonalds CorpStock23,638$7.18M0.4%−512−2.1%ReducedHistory
iShares Semiconductor ETF464287523ETF25,389$6.88M0.4%−313−1.2%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF87,023$6.82M0.4%−1,878−2.1%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF27,833$6.67M0.4%−598−2.1%Reduced–
COSTCostco Wholesale CorpStock6,862$6.35M0.4%+30.0%AddedHistory
NVDANVIDIA CorpStock33,639$6.28M0.3%−2,886−7.9%ReducedHistory
DISWalt Disney CoStock54,717$6.27M0.3%+76+0.1%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF69,483$6.23M0.3%−913−1.3%Reduced–
ABTAbbott LaboratoriesStock45,959$6.16M0.3%+21,101+84.9%AddedHistory
BXBlackstone Inc.COM34,832$5.95M0.3%−390−1.1%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD60,603$5.85M0.3%+5,599+10.2%Added–
LOWLowes Companies IncStock22,484$5.65M0.3%−13,023−36.7%ReducedHistory
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US64,660$5.50M0.3%−1,786−2.7%Reduced–
HONHoneywell International IncCOM25,751$5.42M0.3%−184−0.7%ReducedHistory
METAMeta Platforms, Inc.Stock7,297$5.36M0.3%+102+1.4%AddedHistory
iShares Tr464287556ISHARES BIOTECH35,383$5.11M0.3%−971−2.7%Reduced–
MPCMarathon Petroleum CorpStock26,200$5.05M0.3%+26,200NewHistory
CCitigroup IncStock47,309$4.80M0.3%−762−1.6%ReducedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF75,529$4.78M0.3%−2,606−3.3%Reduced–
UNPUnion Pacific CorpStock19,635$4.64M0.3%+1,625+9.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF6,432$4.28M0.2%+83+1.3%AddedHistory
PFEPfizer IncStock165,491$4.22M0.2%+23,154+16.3%AddedHistory
MDLZMondelez International, Inc.Stock63,750$3.98M0.2%−962−1.5%ReducedHistory
Vanguard S&P 500 ETF922908363ETF6,358$3.89M0.2%+16+0.3%Added–
UNHUnitedHealth Group IncStock11,013$3.80M0.2%−41−0.4%ReducedHistory
HDHome Depot, Inc.Stock9,115$3.69M0.2%+103+1.1%AddedHistory
CRMSalesforce, Inc.Stock15,301$3.63M0.2%−391−2.5%ReducedHistory
ORCLOracle CorpStock12,190$3.43M0.2%−138−1.1%ReducedHistory
AVGOBroadcom Inc.Stock10,327$3.41M0.2%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM24,723$3.21M0.2%+1,306+5.6%AddedHistory
EMREmerson Electric CoStock23,417$3.07M0.2%−235−1.0%ReducedHistory
BRK.ABerkshire Hathaway IncCL A4$3.02M0.2%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF28,403$2.85M0.2%−170−0.6%Reduced–
BMYBristol Myers Squibb CoStock60,798$2.74M0.2%+8,521+16.3%AddedHistory
AEMAgnico Eagle Mines LtdStock14,279$2.41M0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF43,422$2.32M0.1%00.0%Unchanged–
Global X FDS37954Y657US PFD ETF119,018$2.31M0.1%−2,644−2.2%Reduced–
iShares MSCI Eafe ETF464287465ETF22,561$2.11M0.1%−13,245−37.0%Reduced–
iShares Tr464287150CORE S&P TTL STK14,208$2.07M0.1%−700−4.7%Reduced–
XOMExxonMobil Holdings CorpCOM17,428$1.97M0.1%+5,537+46.6%AddedHistory
PSXPhillips 66Stock13,938$1.90M0.1%+12,000+619.2%AddedHistory
ABBVAbbVie Inc.Stock7,945$1.84M0.1%+712+9.8%AddedHistory
JNJJohnson & JohnsonStock9,726$1.80M0.1%+468+5.1%AddedHistory
GOOGAlphabet Inc.Stock7,254$1.77M0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF22,298$1.76M0.1%+304+1.4%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF21,512$1.54M0.1%+16,512+330.2%Added–
MRKMerck & Co., Inc.Stock17,882$1.50M0.1%+6,900+62.8%AddedHistory
CATCaterpillar IncStock3,060$1.46M0.1%+2,100+218.8%AddedHistory
TAT&T Inc.Stock51,538$1.46M0.1%+21,308+70.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,855$1.38M0.1%−43−1.5%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF4,786$1.22M0.1%+2,145+81.2%Added–
PEPPepsiCo IncStock8,571$1.20M0.1%−15,165−63.9%ReducedHistory
APHAmphenol CorpCL A9,600$1.19M0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock7,665$1.18M0.1%+454+6.3%AddedHistory
KOCoca Cola CoStock17,646$1.17M0.1%+7,095+67.2%AddedHistory
JCIJohnson Controls International plcStock10,500$1.15M0.1%+10,500NewHistory
iShares Tr464288513IBOXX HI YD ETF13,614$1.11M0.1%00.0%Unchanged–
WFCWells Fargo & CompanyStock12,862$1.08M0.1%+9,400+271.5%AddedHistory
GEGeneral Electric CoStock3,565$1.07M0.1%+2,750+337.4%AddedHistory
FISVFiserv IncStock8,304$1.07M0.1%−133−1.6%ReducedHistory
GSGoldman Sachs Group IncStock1,343$1.07M0.1%+108+8.7%AddedHistory
VVisa Inc.Stock3,121$1.07M0.1%−175−5.3%ReducedHistory
ADPAutomatic Data Processing IncStock3,548$1.04M0.1%+90+2.6%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF19,212$1.04M0.1%−703−3.5%Reduced–
DEDeere & CoStock2,164$989.5K0.1%+197+10.0%AddedHistory
BDXBecton Dickinson & CoStock5,237$980.2K0.1%+4,000+323.4%AddedHistory
iShares Tr464287689RUSSELL 3000 ETF2,560$970.1K0.1%00.0%Unchanged–

Sold out since Q2 2025 (3)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of First Interstate Bank sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MASMasco CorpCOM36,647$2.36M0.1%History
iShares Tr464288281JPMORGAN USD EMG2,360$218.6K<0.1%–
EOGEOG Resources IncStock1,768$211.5K<0.1%History