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Congress Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Congress 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 		$2.88M Buy
70,139
+10,766
+18% +$404K 0.03% 497
2025
Q1 		$2.33M Buy
59,373
+1,077
+2% +$45.4K 0.03% 460
2024
Q4 		$2.46M Sell
58,296
-11,925
-17% -$535K 0.03% 381
2024
Q3 		$3.01M Buy
70,221
+59,816
+575% +$2.43M 0.04% 367
2024
Q2 		$380K Buy
+10,405
New +$380K 0.01% 572

Other funds holding FITB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's FITB Position: Q2 2025 in Review

Congress Wealth Management increased its Fifth Third Bancorp (FITB) stake by 18% in Q2 2025, buying an estimated $404K and bringing the position to 70,139 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #497.

Congress Wealth Management first reported a position in FITB in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.01M in Q3 2024. 1,030 funds tracked by Wall St. Rank hold FITB as of Q2 2025.

  • Congress Wealth Management held 70,139 shares of Fifth Third Bancorp worth $2.88M as of Q2 2025.
  • Congress Wealth Management bought 10,766 Fifth Third Bancorp shares in Q2 2025, an estimated $404K.
  • Fifth Third Bancorp made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #497 holding.
  • Congress Wealth Management first reported a position in Fifth Third Bancorp in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Fifth Third Bancorp position peaked at $3.01M in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2025.

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