CT
FITB

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Trust's FITB Position: Q2 2026 in Review

Caldwell Trust reduced its Fifth Third Bancorp (FITB) stake by 17% in Q2 2026, selling an estimated $46K and leaving 4,452 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #306.

Caldwell Trust first reported a position in FITB in Q4 2019 and has held it in 27 quarters since. The position peaked at $334K in Q4 2021. 1,302 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Caldwell Trust held 4,452 shares of Fifth Third Bancorp worth $251K as of Q2 2026.
  • Caldwell Trust sold 907 Fifth Third Bancorp shares in Q2 2026, an estimated $46K.
  • Fifth Third Bancorp made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #306 holding.
  • Caldwell Trust first reported a position in Fifth Third Bancorp in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Fifth Third Bancorp position peaked at $334K in Q4 2021.
  • 1,302 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.