Avantax Planning Partners’s Fifth Third Bancorp FITB Stock Holding History

Avantax Planning Partners’s Portfolio FITB Stock Details FITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Sell	4,162 -300	-7%	-$15.2K	0.01%	412
2026 Q1	$207K	Buy	+4,462	New	+$220K	0.01%	416
2025 Q1	–	Sell	-4,809	Closed	-$203K	–	442
2024 Q4	$203K	Buy	4,809 +41	+0.9%	+$1.84K	0.01%	413
2024 Q3	$204K	Sell	4,768 -1,210	-20%	-$49.2K	0.01%	419
2024 Q2	$218K	Buy	5,978 +456	+8%	+$16.7K	0.01%	426
2024 Q1	$205K	Buy	+5,522	New	+$192K	0.01%	442
2018 Q4	–	Sell	-1,703	Closed	-$48K	–	594
2018 Q3	$48K	Buy	+1,703	New	+$50K	﹤0.01%	495
2018 Q2	–	Sell	-2,083	Closed	-$66K	–	646
2018 Q1	$66K	Buy	+2,083	New	+$68K	0.01%	477
2017 Q4	–	Sell	-10,135	Closed	-$284K	–	328
2017 Q3	$284K	Buy	10,135 +1,300	+15%	+$34.5K	0.02%	283
2017 Q2	$229K	Sell	8,835 -523	-6%	-$12.9K	0.02%	309
2017 Q1	$238K	Sell	9,358 -50	-0.5%	-$1.33K	0.02%	279
2016 Q4	$254K	Buy	+9,408	New	+$226K	0.03%	250

Other funds holding FITB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Planning Partners's FITB Position: Q2 2026 in Review

Avantax Planning Partners reduced its Fifth Third Bancorp (FITB) stake by 6.7% in Q2 2026, selling an estimated $15.2K and leaving 4,162 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #412.

Avantax Planning Partners first reported a position in FITB in Q4 2016 and has held it in 12 quarters since. The position peaked at $284K in Q3 2017. 1,299 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

Avantax Planning Partners held 4,162 shares of Fifth Third Bancorp worth $235K as of Q2 2026.
Avantax Planning Partners sold 300 Fifth Third Bancorp shares in Q2 2026, an estimated $15.2K.
Fifth Third Bancorp made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #412 holding.
Avantax Planning Partners first reported a position in Fifth Third Bancorp in Q4 2016 and has held it in 12 quarters since.
Avantax Planning Partners's Fifth Third Bancorp position peaked at $284K in Q3 2017.
1,299 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.