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Allied Investment Advisors, LLC → FIBK
Allied Investment Advisors, LLC FIBK Position History
First Interstate BancSystem, Inc. • Financial Services
Quarters held
5
Latest value
$503K
Q3 2026
Peak value
$546K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $543K |
| Q4 2025 | $540K |
| Q1 2026 | $470K |
| Q2 2026 | $546K |
| Q3 2026 | $503K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $503K | 14.1K | — | — |
| Q2 2026 | $546K | 14.2K | — | — |
| Q1 2026 | $470K | 14.1K | — | — |
| Q4 2025 | $540K | 15.6K | — | — |
| Q3 2025 | $543K | 17.0K | — | — |
Other funds holding FIBK
$323.2M
$259.8M
$255.9M
$247.9M
$241M
$241M
$196.8M
$189.7M
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF