CSWM
FITB

Cassady Schiller Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Cassady Schiller 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
Q4 		$867K Sell
20,501
-1,630
-7% -$73.1K 0.32% 49
2024
Q3 		$948K Sell
22,131
-598
-3% -$24.3K 0.35% 46
2024
Q2 		$829K Buy
22,729
+2,313
+11% +$84.5K 0.34% 48
2024
Q1 		$760K Sell
20,416
-2,281
-10% -$79.4K 0.34% 49
2023
Q4 		$784K Sell
22,697
-13,619
-38% -$378K 0.39% 42
2023
Q3 		$920K Sell
36,316
-237
-0.6% -$6.39K 0.51% 42
2023
Q2 		$958K Sell
36,553
-5,647
-13% -$146K 0.52% 42
2023
Q1 		$1.12M Buy
42,200
+4,839
+13% +$161K 0.53% 36
2022
Q4 		$1.23M Sell
37,361
-4,783
-11% -$163K 0.75% 32
2022
Q3 		$1.35M Buy
42,144
+38
+0.1% +$1.31K 0.78% 29
2022
Q2 		$1.42M Buy
42,106
+1,249
+3% +$46.9K 0.74% 27
2022
Q1 		$1.76M Buy
40,857
+6,707
+20% +$313K 0.85% 23
2021
Q4 		$1.49M Buy
+34,150
New +$1.49M 0.9% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cassady Schiller Wealth Management's FITB Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Fifth Third Bancorp (FITB) stake by 7.4% in Q4 2024, selling an estimated $73.1K and leaving 20,501 shares worth $867K. The position accounts for 0.32% of the portfolio, ranked #49.

Cassady Schiller Wealth Management first reported a position in FITB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.76M in Q1 2022. 1,032 funds tracked by Wall St. Rank hold FITB as of Q4 2024.

  • Cassady Schiller Wealth Management held 20,501 shares of Fifth Third Bancorp worth $867K as of Q4 2024.
  • Cassady Schiller Wealth Management sold 1,630 Fifth Third Bancorp shares in Q4 2024, an estimated $73.1K.
  • Fifth Third Bancorp made up 0.32% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #49 holding.
  • Cassady Schiller Wealth Management first reported a position in Fifth Third Bancorp in Q4 2021 and has held it in 13 quarters since.
  • Cassady Schiller Wealth Management's Fifth Third Bancorp position peaked at $1.76M in Q1 2022.
  • 1,032 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.