FIRST INTERSTATE BANK
โขCIK: 1125727โขFiling: Q4 2025
**FIRST INTERSTATE BANK** manages $1.9B across a diversified portfolio of 199 positions. The fund exhibits significant allocations to fixed income and broad market ETFs, notably holding FIBK at $161.4M and VCIT at $152.2M. Further concentration is visible in RSP ($144.9M) and IVV ($138.8M), indicating a strategic tilt toward income-generating and core equity exposure. This structure suggests a mandate focused on capital preservation and steady yield generation.
Total AUM
$1.9B
QoQ Performance
+2.9%
Positions
142
Top 10 Concentration
59.5%
Latest Filing
Q4 2025
Top Holdings Allocation
FIBK
VCIT
RSP
IVV
VGIT
IJH
FIBK8.7%
VCIT8.2%
RSP7.8%
IVV7.4%
VGIT5.6%
IJH5.4%
PFF4.8%
IJR4.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other79.3%
ETF7.9%
Technology5.2%
Consumer2.5%
Financial2.1%
Healthcare1.2%
Industrial0.8%
Communication0.4%
๐ช Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW9 new positions
โ32 increased
โ101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023