Caldwell Trust
FITB icon

Caldwell Trust’s Fifth Third Bancorp FITB Stock Holding History

Caldwell Trust’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
Q3 		$271K Buy
5,357
+905
+20% +$50.3K 0.02% 299
2026
Q2 		$251K Sell
4,452
-907
-17% -$46K 0.02% 306
2026
Q1 		$249K Hold
5,359
– – 0.02% 305
2025
Q4 		$251K Hold
5,359
– – 0.02% 296
2025
Q3 		$239K Hold
5,359
– – 0.02% 300
2025
Q2 		$220K Hold
5,359
– – 0.02% 302
2025
Q1 		$210K Sell
5,359
-2,500
-32% -$105K 0.02% 308
2024
Q4 		$332K Buy
7,859
+3,922
+100% +$176K 0.03% 253
2024
Q3 		$169K Sell
3,937
-2,500
-39% -$102K 0.02% 330
2024
Q2 		$235K Buy
6,437
+73
+1% +$2.67K 0.03% 295
2024
Q1 		$237K Hold
6,364
– – 0.03% 292
2023
Q4 		$219K Hold
6,364
– – 0.03% 290
2023
Q3 		$161K Sell
6,364
-2,002
-24% -$54K 0.02% 312
2023
Q2 		$219K Buy
8,366
+1,942
+30% +$50.1K 0.03% 284
2023
Q1 		$171K Sell
6,424
-383
-6% -$12.7K 0.02% 298
2022
Q4 		$223K Sell
6,807
-66
-1% -$2.25K 0.03% 266
2022
Q3 		$220K Sell
6,873
-803
-10% -$27.7K 0.03% 257
2022
Q2 		$258K Hold
7,676
– – 0.04% 246
2022
Q1 		$330K Sell
7,676
-1
-0% -$47 0.04% 232
2021
Q4 		$334K Hold
7,677
– – 0.04% 233
2021
Q3 		$326K Hold
7,677
– – 0.04% 230
2021
Q2 		$293K Hold
7,677
– – 0.04% 238
2021
Q1 		$288K Hold
7,677
– – 0.04% 228
2020
Q4 		$212K Hold
7,677
– – 0.03% 250
2020
Q3 		$164K Sell
7,677
-188
-2% -$3.78K 0.03% 270
2020
Q2 		$152K Sell
7,865
-858
-10% -$15.9K 0.03% 277
2020
Q1 		$130K Buy
8,723
+200
+2% +$4.99K 0.02% 286
2019
Q4 		$262K Buy
+8,523
New +$250K 0.04% 235

Other funds holding FITB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Caldwell Trust's FITB Position: Q3 2026 in Review

Caldwell Trust increased its Fifth Third Bancorp (FITB) stake by 20% in Q3 2026, buying an estimated $50.3K and bringing the position to 5,357 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #299.

Caldwell Trust first reported a position in FITB in Q4 2019 and has held it in 28 quarters since. The position peaked at $334K in Q4 2021. 890 funds tracked by Wall St. Rank hold FITB as of Q3 2026.

  • Caldwell Trust held 5,357 shares of Fifth Third Bancorp worth $271K as of Q3 2026.
  • Caldwell Trust bought 905 Fifth Third Bancorp shares in Q3 2026, an estimated $50.3K.
  • Fifth Third Bancorp made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #299 holding.
  • Caldwell Trust first reported a position in Fifth Third Bancorp in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Fifth Third Bancorp position peaked at $334K in Q4 2021.
  • 890 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.