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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 29, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
187
−12 vs. Q4 2025
Portfolio value
$1.78B
−$84.3M (−4.5%) vs. Q4 2025
Filed
Apr 29, 2026
SEC
Holdings of First Interstate Bank in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,943,286$160.8M9.0%+125,741+6.9%Added–
FIBKFirst Interstate Bancsystem IncCOM4,653,119$155.4M8.7%−12,163−0.3%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT761,230$146.1M8.2%+4,860+0.6%Added–
iShares Core S&P 500 ETF464287200ETF206,171$134.7M7.6%+3,495+1.7%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,799,821$107.2M6.0%+69,857+4.0%Added–
iShares Core S&P Mid-Cap ETF464287507ETF1,548,799$104.6M5.9%+31,235+2.1%Added–
iShares Tr464288687PFD AND INCM SEC2,899,087$87.9M4.9%−7,210−0.2%Reduced–
iShares Core S&P Small Cap ETF464287804ETF679,701$84.5M4.7%+4,801+0.7%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX1,520,921$76.0M4.3%+144,907+10.5%Added–
Flexshares Tr33939L407MORNSTAR UPSTR1,315,126$72.5M4.1%−171,697−11.5%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,379,528$64.8M3.6%+44,564+3.3%Added–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF1,940,344$50.2M2.8%+37,912+2.0%Added–
Global X FDS37954Y673US INFR DEV ETF763,387$38.8M2.2%−449,547−37.1%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF259,948$34.5M1.9%+4,875+1.9%Added–
AAPLApple Inc.Stock79,141$20.1M1.1%+1,286+1.7%AddedHistory
GOOGLAlphabet Inc.Stock58,756$16.9M0.9%−401−0.7%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF114,970$16.9M0.9%−2,036−1.7%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF146,616$16.3M0.9%+2,618+1.8%Added–
MSFTMicrosoft CorpStock41,954$15.5M0.9%+360+0.9%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF92,580$15.0M0.8%−1,635−1.7%Reduced–
AMZNAmazon Com IncStock68,307$14.2M0.8%−976−1.4%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF206,565$12.7M0.7%−77,905−27.4%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF247,689$12.2M0.7%+1220.0%Added–
BRK.BBerkshire Hathaway IncStock21,853$10.5M0.6%−914−4.0%ReducedHistory
CSCOCisco Systems, Inc.Stock131,143$10.2M0.6%−5,261−3.9%ReducedHistory
JPMJPMorgan Chase & CoStock29,524$8.68M0.5%−1,586−5.1%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF26,294$8.57M0.5%−567−2.1%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF173,785$7.97M0.4%−5,793−3.2%Reduced–
PANWPalo Alto Networks IncStock46,683$7.48M0.4%−1,433−3.0%ReducedHistory
iShares Tr464287556ISHARES BIOTECH41,082$6.94M0.4%+6,465+18.7%Added–
WMTWalmart Inc.Stock55,749$6.93M0.4%−30,472−35.3%ReducedHistory
MCDMcDonalds CorpStock22,029$6.85M0.4%−1,053−4.6%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF135,172$6.75M0.4%−3,158−2.3%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF164,463$6.72M0.4%−6,592−3.9%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF78,638$6.45M0.4%−7,536−8.7%Reduced–
COSTCostco Wholesale CorpStock6,373$6.35M0.4%−269−4.0%ReducedHistory
AXPAmerican Express CoStock20,567$6.22M0.3%−1,111−5.1%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF56,862$6.20M0.3%+1,160+2.1%Added–
iShares Tr46434V803HDG MSCI EAFE137,540$5.84M0.3%−1,288,461−90.4%Reduced–
HONHoneywell International IncCOM24,570$5.55M0.3%−657−2.6%ReducedHistory
NVDANVIDIA CorpStock31,191$5.44M0.3%−1,663−5.1%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD53,680$5.12M0.3%−12,165−18.5%Reduced–
DISWalt Disney CoStock53,059$5.11M0.3%−818−1.5%ReducedHistory
CCitigroup IncStock43,821$4.97M0.3%−1,986−4.3%ReducedHistory
LOWLowes Companies IncStock20,999$4.96M0.3%−917−4.2%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y805MUN HIGH ETF194,377$4.92M0.3%+33,387+20.7%Added–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US57,800$4.89M0.3%−3,896−6.3%Reduced–
State Street SPDR S&P Regional Banking ETF78464A698ETF72,166$4.70M0.3%−743−1.0%Reduced–
CRMSalesforce, Inc.Stock24,279$4.53M0.3%+9,013+59.0%AddedHistory
ABTAbbott LaboratoriesStock42,889$4.40M0.2%−1,251−2.8%ReducedHistory
UNPUnion Pacific CorpStock17,494$4.24M0.2%−1,321−7.0%ReducedHistory
METAMeta Platforms, Inc.Stock7,233$4.14M0.2%+18+0.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF6,323$4.11M0.2%−66−1.0%ReducedHistory
iShares MSCI Eafe ETF464287465ETF42,130$4.09M0.2%+14,355+51.7%Added–
BXBlackstone Inc.COM34,064$3.92M0.2%−1,559−4.4%ReducedHistory
Global X FDS37954Y384CYBRSCURTY ETF152,851$3.84M0.2%+152,851New–
Global X FDS37954Y657US PFD ETF204,730$3.77M0.2%+26,138+14.6%Added–
PFEPfizer IncStock131,289$3.69M0.2%−6,322−4.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF5,832$3.48M0.2%−119−2.0%Reduced–
MDLZMondelez International, Inc.Stock59,609$3.44M0.2%−3,226−5.1%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF58,618$3.33M0.2%+17,051+41.0%Added–
AVGOBroadcom Inc.Stock10,216$3.16M0.2%−21−0.2%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF30,435$3.02M0.2%+1,727+6.0%Added–
HDHome Depot, Inc.Stock8,974$2.95M0.2%−16−0.2%ReducedHistory
AEMAgnico Eagle Mines LtdStock14,279$2.90M0.2%00.0%UnchangedHistory
EMREmerson Electric CoStock21,459$2.81M0.2%−1,204−5.3%ReducedHistory
iShares U.S. Medical Devices ETF464288810ETF50,890$2.71M0.2%+19,328+61.2%Added–
KKRKKR & Co. Inc.COM24,209$2.24M0.1%−293−1.2%ReducedHistory
BRK.ABerkshire Hathaway IncCL A3$2.15M0.1%−1−25.0%ReducedHistory
JNJJohnson & JohnsonStock8,689$2.12M0.1%−796−8.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM12,344$2.09M0.1%−4,807−28.0%ReducedHistory
CATCaterpillar IncStock2,790$1.98M0.1%−270−8.8%ReducedHistory
GOOGAlphabet Inc.Stock6,856$1.97M0.1%−36−0.5%ReducedHistory
MPCMarathon Petroleum CorpStock7,949$1.94M0.1%−2,826−26.2%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF24,626$1.93M0.1%+1,440+6.2%Added–
PSXPhillips 66Stock10,477$1.91M0.1%−1,080−9.3%ReducedHistory
MRKMerck & Co., Inc.Stock15,822$1.90M0.1%−1,377−8.0%ReducedHistory
ORCLOracle CorpStock12,370$1.82M0.1%+192+1.6%AddedHistory
iShares Tr464287150CORE S&P TTL STK12,541$1.79M0.1%−683−5.2%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF19,812$1.49M0.1%−1,800−8.3%Reduced–
Columbia ETF Tr I19761L805RESH ENHNC VLU46,150$1.32M0.1%+46,150New–
CVXChevron CorpStock6,161$1.27M0.1%+49+0.8%AddedHistory
BABoeing CoStock6,337$1.26M0.1%+5,361+549.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,562$1.26M0.1%−115−4.3%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF4,757$1.25M0.1%+60+1.3%Added–
ABBVAbbVie Inc.Stock5,665$1.23M0.1%−1,686−22.9%ReducedHistory
JCIJohnson Controls International plcStock9,377$1.23M0.1%−1,123−10.7%ReducedHistory
APHAmphenol CorpCL A9,600$1.21M0.1%00.0%UnchangedHistory
DEDeere & CoStock2,135$1.20M0.1%−30−1.4%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF20,496$1.11M0.1%+1,972+10.6%Added–
PEPPepsiCo IncStock7,101$1.10M0.1%−1,302−15.5%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF13,614$1.08M0.1%00.0%Unchanged–
WFCWells Fargo & CompanyStock13,437$1.07M0.1%+528+4.1%AddedHistory
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF42,184$1.07M0.1%−34,754−45.2%Reduced–
KOCoca Cola CoStock13,939$1.06M0.1%−2,391−14.6%ReducedHistory
PGProcter & Gamble CoStock7,092$1.02M0.1%−320−4.3%ReducedHistory
GEGeneral Electric CoStock3,384$960.3K0.1%−179−5.0%ReducedHistory
TRPTC Energy CorpCOM15,199$951.5K0.1%+499+3.4%AddedHistory
GSGoldman Sachs Group IncStock1,121$948.4K0.1%−25−2.2%ReducedHistory
Vanguard Total World Stock ETF922042742ETF6,650$919.8K0.1%00.0%Unchanged–

Sold out since Q4 2025 (24)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of First Interstate Bank sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
FHNFirst Horizon CorpCOM35,500$848.5K<0.1%History
Invesco QQQ Trust Series I46090E103ETF834$512.3K<0.1%–
SPGIS&P Global Inc.Stock930$486.0K<0.1%History
LRCXLam Research CorpStock2,355$403.1K<0.1%History
iShares Core MSCI Europe ETF46434V738ETF5,677$403.0K<0.1%–
iShares Tr464287374NORTH AMERN NAT6,713$337.0K<0.1%–
SCHWSchwab Charles CorpStock3,364$336.1K<0.1%History
MLMMartin Marietta Materials IncCOM500$311.3K<0.1%History
ADSKAutodesk, Inc.COM1,015$300.4K<0.1%History
GWWW.W. Grainger, Inc.Stock285$287.6K<0.1%History
NKENIKE, Inc.Stock4,158$264.9K<0.1%History
LLYEli Lilly & CoStock230$247.2K<0.1%History
BDXBecton Dickinson & CoStock1,260$244.5K<0.1%History
FFICFlushing Financial CorpCOM16,000$242.7K<0.1%History
IDXXIDEXX Laboratories IncCOM350$236.8K<0.1%History
PAYXPaychex IncStock2,094$234.9K<0.1%History
IAUiShares Gold TrustETF2,865$232.6K<0.1%History
PWRQuanta Services, Inc.COM550$232.1K<0.1%History
KMIKinder Morgan, Inc.Stock8,400$230.9K<0.1%History
FISVFiserv IncStock3,296$221.4K<0.1%History
ROKRockwell Automation, IncStock550$214.0K<0.1%History
PYPLPayPal Holdings, Inc.Stock3,602$210.3K<0.1%History
iShares S&P 100 ETF464287101ETF588$201.7K<0.1%–
IQIInvesco Quality Municipal Income TrustCOM12,511$124.6K<0.1%History