CTWM
FITB

Cherry Tree Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-436
Closed -$17.1K – 652
2025
Q1 		$17.1K Buy
436
+192
+79% +$8.1K ﹤0.01% 370
2024
Q4 		$10.3K Hold
244
– – ﹤0.01% 411
2024
Q3 		$10.5K Hold
244
– – ﹤0.01% 408
2024
Q2 		$8.9K Buy
+244
New +$8.91K ﹤0.01% 408

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cherry Tree Wealth Management's FITB Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Fifth Third Bancorp (FITB) in Q2 2025, closing a stake of 436 shares — an estimated $17.1K sold.

Cherry Tree Wealth Management first reported a position in FITB in Q2 2024 and held it in 4 quarters. The position peaked at $17.1K in Q1 2025. 1,028 funds tracked by Wall St. Rank hold FITB as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Fifth Third Bancorp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 436 Fifth Third Bancorp shares in Q2 2025, an estimated $17.1K.
  • Cherry Tree Wealth Management first reported a position in Fifth Third Bancorp in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Fifth Third Bancorp position peaked at $17.1K in Q1 2025.
  • 1,028 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.