BWM
FITB

Brophy Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Brophy Wealth Management’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
2024
Q3 		$302K Buy
+7,047
New +$287K 0.11% 174

Other funds holding FITB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Brophy Wealth Management's FITB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Fifth Third Bancorp (FITB) in Q3 2024: 7,047 shares worth $302K. The stake represents 0.11% of the portfolio and ranks #174 among its holdings.

975 funds tracked by Wall St. Rank hold FITB as of Q3 2024.

  • Brophy Wealth Management held 7,047 shares of Fifth Third Bancorp worth $302K as of Q3 2024.
  • Fifth Third Bancorp was a new Brophy Wealth Management position in Q3 2024.
  • Fifth Third Bancorp made up 0.11% of Brophy Wealth Management's portfolio in Q3 2024, its #174 holding.
  • 975 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.