Arkolith/Funds/First Interstate Bank

First Interstate Bank

CIK 1125727Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

First Interstate Bank holds a focused book of 196 stocks worth $1.9B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Invesco Global Listed Privat and trimmed First Interstate Bancsys-A. Their largest long position is First Interstate Bancsys-A at 9% of the equity book.

Opened
35
bought for the first time
Added to
63
already held, bought more
Trimmed
72
sold some, still holds it
Sold out
8
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
65%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Financials
12%
Information Technology
7%
Consumer Discretionary
3%
Industrials
1%
Health Care
1%
Energy
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as First Interstate Bank

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$559.6B
WELLS FARGO & COMPANY/MN80 / 80$173.8B
ROYAL BANK OF CANADA80 / 80$165.5B
UBS Group AG80 / 80$147.3B
RAYMOND JAMES FINANCIAL INC80 / 80$111.6B
ENVESTNET ASSET MANAGEMENT INC80 / 80$90.2B
LPL Financial LLC80 / 80$80.0B
Cetera Investment Advisers80 / 80$21.3B

Ranked by the share of each fund's own book sitting in the names it shares with First Interstate Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

196 positions
#SecurityValueShares% PortLast moveHistory
1First Intst Bancsystem Inc
COM
$177.9M4.61M
9.3%
−0.8%
Reduced · −39K sh
2Vanguard Scottsdale FDS
INT-TERM CORP
$177.5M2.15M
9.3%
+11%
Added · +205K sh
3Ishares TR
CORE S&P500 ETF
$159.8M213.4K
8.3%
+3.5%
Added · +7K sh
4Invesco Exchange Traded FD T
S&P500 EQL WGT
$155.5M730.7K
8.1%
−4.0%
Reduced · −30K sh
5Ishares TR
CORE S&P MCP ETF
$120.6M1.56M
6.3%
+1.0%
Added · +15K sh
6Vanguard Scottsdale FDS
INTER TERM TREAS
$113.7M1.93M
5.9%
+7.1%
Added · +128K sh
7Ishares TR
CORE S&P SCP ETF
$97.4M657.1K
5.1%
−3.3%
Reduced · −23K sh
8Ishares TR
PFD AND INCM SEC
$93.1M3.05M
4.9%
+5.3%
Added · +154K sh
9Vanguard Malvern FDS
STRM INFPROIDX
$78.8M1.57M
4.1%
+3.1%
Added · +48K sh
10Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$68.7M1.47M
3.6%
+6.4%
Added · +88K sh
11Flexshares TR
MORNSTAR UPSTR
$62.7M1.27M
3.3%
−3.2%
Reduced · −43K sh
12Select Sector SPDR TR
STATE STREET TEC
$47.4M248.8K
2.5%
−4.3%
Reduced · −11K sh
13Global X FDS
US INFR DEV ETF
$44.5M755.6K
2.3%
−1.0%
Reduced · −8K sh
14Apple Inc
COM
$22.1M76.4K
1.2%
−3.5%
Reduced · −3K sh
15Alphabet Inc
CAP STK CL A
$21.1M59.0K
1.1%
+0.5%
Added · +275 sh
16Select Sector SPDR TR
STATE STREET IND
$19.8M107.1K
1.0%
+16%
Added · +14K sh
17Select Sector SPDR TR
STATE STREET HEA
$17.9M112.8K
0.9%
−1.9%
Reduced · −2K sh
18Amazon Com Inc
COM
$16.4M68.6K
0.9%
+0.5%
Added · +325 sh
19Select Sector SPDR TR
STATE STREET COM
$15.8M147.7K
0.8%
+0.7%
Added · +1K sh
20SPDR Series Trust
STATE STREET SPD
$15.7M25.1K
0.8%
−4.4%
Reduced · −1K sh
21Palo Alto Networks Inc
COM
$15.6M45.7K
0.8%
−2.1%
Reduced · −987 sh
22Microsoft Corp
COM
$15.5M41.6K
0.8%
−0.9%
Reduced · −395 sh
23Cisco Sys Inc
COM
$14.9M126.6K
0.8%
−3.5%
Reduced · −5K sh
24Select Sector SPDR TR
STATE STREET FIN
$13.2M246.6K
0.7%
−0.5%
Reduced · −1K sh
25Select Sector SPDR TR
STATE STREET ENE
$10.9M206.2K
0.6%
−0.2%
Reduced · −412 sh
26Berkshire Hathaway Inc Del
CL B NEW
$10.9M21.7K
0.6%
−0.7%
Reduced · −159 sh
27JPMorgan Chase & Co
COM
$9.8M30.0K
0.5%
+1.5%
Added · +446 sh
28Ishares TR
ISHARES BIOTECH
$7.7M40.5K
0.4%
−1.4%
Reduced · −556 sh
29Select Sector SPDR TR
STATE STREET UTI
$7.7M169.9K
0.4%
−2.3%
Reduced · −4K sh
30Capital Grp Fixed Incm ETF T
MUNICIPAL HIGH I
$7.5M290.7K
0.4%
+50%
Added · +96K sh
31Select Sector SPDR TR
STATE STREET REA
$7.0M159.4K
0.4%
−3.0%
Reduced · −5K sh
32American Express Co
COM
$7.0M20.7K
0.4%
+0.7%
Added · +154 sh
33Select Sector SPDR TR
STATE STREET MAT
$6.8M133.9K
0.4%
−1.0%
Reduced · −1K sh
34Select Sector SPDR TR
STATE STREET CON
$6.7M57.2K
0.3%
+0.5%
Added · +290 sh
35Select Sector SPDR TR
STATE STREET CON
$6.4M77.3K
0.3%
−1.7%
Reduced · −1K sh
36Nvidia Corporation
COM
$6.4M31.9K
0.3%
+2.3%
Added · +724 sh
37Walmart Inc
COM
$6.2M54.9K
0.3%
−1.5%
Reduced · −852 sh
38Ishares TR
HDG MSCI EAFE
$6.1M130.1K
0.3%
−5.4%
Reduced · −7K sh
39Global X FDS
US PFD ETF
$6.0M321.3K
0.3%
+57%
Added · +117K sh
40Costco Wholesale Corporation
COM
$6.0M6.4K
0.3%
+0.4%
Added · +26 sh
41McDonalds Corp
COM
$6.0M22.1K
0.3%
+0.3%
Added · +57 sh
42Citigroup Inc
COM NEW
$6.0M42.6K
0.3%
−2.8%
Reduced · −1K sh
43Invesco Exchange Traded FD T
GBL LISTED PVT
$5.8M104.1K
0.3%
New
New position
44Global X FDS
CYBRSCURTY ETF
$5.7M150.3K
0.3%
−1.7%
Reduced · −3K sh
45Ishares TR
7-10 YR TRSY BD
$5.5M57.7K
0.3%
+7.5%
Added · +4K sh
46SPDR Series Trust
STATE STREET SPD
$5.3M70.7K
0.3%
−2.0%
Reduced · −1K sh
47State STR SPDR S&P 500 ETF T
TR UNIT
$5.2M7.0K
0.3%
+11%
Added · +666 sh
48Goldman Sachs ETF TR
EQUAL WEIGHT US
$5.2M55.0K
0.3%
−4.9%
Reduced · −3K sh
49Disney Walt Co
COM
$5.0M52.3K
0.3%
−1.4%
Reduced · −742 sh
50Union Pac Corp
COM
$4.8M17.6K
0.2%
+0.5%
Added · +85 sh
Showing 50 of 196 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026300$1.9B13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026296$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026315$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025328$1.8B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025307$1.7B13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025292$1.7B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025304$1.7B13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024326$1.6B13F-HR
Q2 2024Jun 30, 2024Aug 7, 2024295$1.5B13F-HR
Q1 2024Mar 31, 2024May 1, 2024293$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 30, 2024287$1.3B13F-HR
Q3 2023Sep 30, 2023Oct 31, 2023297$1.2B13F-HR
Q2 2023Jun 30, 2023Aug 1, 2023291$1.2B13F-HR
Q1 2023Mar 31, 2023May 2, 2023322$1.3B13F-HR
Q4 2022Dec 31, 2022Jan 30, 2023337$1.4B13F-HR
Q3 2022Sep 30, 2022Oct 25, 2022324$1.2B13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022248$1.3B13F-HR
Q1 2022Mar 31, 2022May 6, 2022206$1.1B13F-HR
Q4 2021Dec 31, 2021Jan 28, 2022193$1.0B13F-HR
Q3 2021Sep 30, 2021Nov 1, 2021190$975.4M13F-HR
Q2 2021Jun 30, 2021Jul 29, 2021187$950.5M13F-HR
Q4 2020Dec 31, 2020Feb 3, 2021174$750.7M13F-HR
Q3 2020Sep 30, 2020Nov 9, 2020176$666.3M13F-HR
Q2 2020Jun 30, 2020Aug 5, 2020265$723.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.