CRWM
FITB

Castle Rock Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Castle Rock 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
2026
Q2 		$261K Buy
4,537
+5
+0.1% +$253 0.05% 243
2026
Q1 		$214K Buy
4,532
+20
+0.4% +$986 0.05% 254
2025
Q4 		$237K Buy
+4,512
New +$199K 0.05% 240
2022
Q1 		– Sell
-4,477
Closed -$202K – 247
2021
Q4 		$202K Buy
+4,477
New +$196K 0.08% 236

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

Castle Rock Wealth Management's FITB Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Fifth Third Bancorp (FITB) stake by 0.11% in Q2 2026, buying an estimated $253 and bringing the position to 4,537 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #243.

Castle Rock Wealth Management first reported a position in FITB in Q4 2021 and has held it in 4 quarters since. 1,296 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Castle Rock Wealth Management held 4,537 shares of Fifth Third Bancorp worth $261K as of Q2 2026.
  • Castle Rock Wealth Management bought 5 Fifth Third Bancorp shares in Q2 2026, an estimated $253.
  • Fifth Third Bancorp made up 0.05% of Castle Rock Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Castle Rock Wealth Management first reported a position in Fifth Third Bancorp in Q4 2021 and has held it in 4 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.