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CIK: 0001125727
Total reported value
$1.9B
$1.9B
196 檔
42.2%
At the close of Q2 2026, First Interstate Bank disclosed equity holdings valued at approximately $1.9B, spread across 196 reported holdings.
First Interstate Bank executed strategic sector rebalancing during Q2 2026, establishing 17 new positions while fully exiting 8 holdings and trimming 72 positions.
In terms of portfolio concentration, the top 5 core holdings (including FIBK, VCIT, IVV) accounted for 42.2% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIBK | First Interstate Bancsys-a | Stock-Other | 9.28% | -0.54% | -0.83% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.26% | -0.27% | +10.54% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.34% | +0.19% | +3.53% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.11% | -0.15% | -4.01% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.29% | -0.38% | +0.98% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.93% | -0.12% | +7.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.08% | -0.40% | -3.33% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-Other | 4.86% | +0.01% | +5.30% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.11% | -0.03% | +3.16% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.59% | -0.08% | +6.40% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.27% | +0.19% | -3.23% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.47% | +0.15% | -4.29% | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.32% | -0.25% | -1.01% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.36% | -3.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | -0.06% | +0.47% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.03% | +0.23% | +15.66% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 0.93% | +0.04% | -1.93% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.04% | +0.48% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.83% | +0.10% | +0.75% | |
| 20 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.82% | -0.13% | -4.40% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.81% | +0.10% | -2.11% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | +0.34% | -0.94% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | -0.07% | -3.49% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | -0.01% | -0.46% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | +0.08% | -0.20% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.01% | -0.73% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | — | +1.51% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.40% | +0.04% | -1.35% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.40% | -0.05% | -2.26% | |
| 30 | CGHM | Cap Group Muni High-income | ETF-Other | 0.39% | +0.02% | +49.54% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.37% | -0.04% | -3.05% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.37% | -0.04% | +0.75% | |
| 33 | XLB | Ss Materials Select Sector | ETF-Other | 0.36% | -0.02% | -0.97% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.35% | -0.02% | +0.51% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.33% | -0.02% | -1.72% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.04% | +2.32% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.02% | -1.53% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.32% | -0.04% | -5.39% | |
| 39 | PFFD | Global X US Preferred ETF | ETF-Other | 0.31% | -0.06% | +56.95% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | — | +0.41% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.05% | +0.26% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.31% | -0.03% | -2.85% | |
| 43 | PSP | Invesco Global Listed Privat | ETF-Other | 0.30% | — | — | |
| 44 | BUG | Global X Cybersecurity ETF | ETF-Other | 0.30% | +0.06% | -1.67% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.28% | +0.02% | +7.46% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.28% | -0.03% | -1.96% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.04% | +10.53% | |
| 48 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.27% | — | -4.87% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.26% | +0.02% | -1.40% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.25% | -0.01% | +0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +3.53% | Add |
| 2 | FIBK | First Interstate Bancsys-a | +0.5% | -0.83% | Trim |
| 3 | XLK | Ss Technology Select Sector | +0.5% | -4.29% | Trim |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +0.98% | Add |
| 5 | PANW | Palo Alto Networks Inc | +0.4% | -2.11% | Trim |
| 6 | XSD | Ss Spdr S&p Semiconductor | +0.3% | -4.40% | Trim |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | -3.33% | Trim |
| 8 | PSP | Invesco Global Listed Privat | +0.3% | NEW | New buy |
| 9 | VCIT | Vanguard Int-term Corporate | +0.2% | +10.54% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -3.49% | Trim |
| 11 | XLI | Ss Industrial Select Sector | +0.2% | +15.66% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.47% | Add |
| 13 | PAVE | Global X US Infrastructure | +0.1% | -1.01% | Trim |
| 14 | CGHM | Cap Group Muni High-income | +0.1% | +49.54% | Add |
| 15 | REVS | Columbia Resear Enh Val ETF | +0.1% | +137.93% | Add |
| 16 | PFFD | Global X US Preferred ETF | +0.1% | +56.95% | Add |
| 17 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +189.33% | Add |
| 18 | BUG | Global X Cybersecurity ETF | +0.1% | -1.67% | Trim |
| 19 | BKLN | Invesco Senior Loan ETF | +0.1% | +250.01% | Add |
| 20 | INTC | Intel CORP | +0.1% | -16.00% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | +0.48% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.53% | Add |
| 23 | CAT | Caterpillar Inc | 0% | -2.65% | Trim |
| 24 | C | Citigroup Inc | 0% | -2.85% | Trim |
| 25 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 26 | KO | Coca-cola Co/the | 0% | +47.55% | Add |
| 27 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 28 | AAPL | Apple Inc | 0% | -3.46% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +1.51% | Add |
| 30 | NVDA | Nvidia CORP | 0% | +2.32% | Add |
| 31 | AXP | American Express Co | 0% | +0.75% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +0.49% | Add |
| 33 | KRE | Ss Spdr S&p Regional Bank | 0% | -1.96% | Trim |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +49.31% | Add |
| 35 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 36 | MUB | Ishares National Muni Bond E | 0% | NEW | New buy |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | NEW | New buy |
| 38 | IWR | Ishares Russell Mid-cap ETF | 0% | NEW | New buy |
| 39 | EOG | Eog Resources Inc | 0% | NEW | New buy |
| 40 | GS | Goldman Sachs Group Inc | 0% | +17.84% | Add |
| 41 | VB | Vanguard Small-cap ETF | 0% | +13.26% | Add |
| 42 | DVN | Devon Energy CORP | 0% | NEW | New buy |
| 43 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 44 | GE | General Electric | 0% | — | Unchanged |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | +74.21% | Add |
| 46 | IBB | Ishares Biotechnology ETF | 0% | -1.35% | Trim |
| 47 | UNP | Union Pacific CORP | 0% | +0.49% | Add |
| 48 | UNH | Unitedhealth Group Inc | 0% | +9.15% | Add |
| 49 | ROK | Rockwell Automation Inc | 0% | NEW | New buy |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, First Interstate Bank reported a total U.S. public equity portfolio value of $1.9B across 196 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PSP
市值: $5.8M
Top Position Liquidated / Trimmed
HON
前期市值: $5.6M
During Q2 2026, First Interstate Bank's top holdings by market value included FIBK (9.3%)、VCIT (9.3%)、IVV (8.3%). The largest single position, FIBK, represented 9.3% of total portfolio value.
In Q2 2026, First Interstate Bank made 159 total portfolio adjustments, initiating 17 new buys, adding to 62 positions, trimming 72 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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