EWA
FITB

EP Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History

EP Wealth Advisors’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
Q1 		$731K Sell
15,731
-4,295
-21% -$212K ﹤0.01% 747
2025
Q4 		$937K Buy
+20,026
New +$881K ﹤0.01% 641
2025
Q2 		$832K Buy
20,223
+4,213
+26% +$158K 0.01% 617
2025
Q1 		$628K Sell
16,010
-131
-0.8% -$5.52K 0.01% 623
2024
Q4 		$682K Buy
16,141
+71
+0.4% +$3.19K 0.01% 597
2024
Q3 		$688K Buy
16,070
+6,814
+74% +$277K 0.01% 594
2024
Q2 		$338K Buy
9,256
+212
+2% +$7.75K ﹤0.01% 621
2024
Q1 		$337K Buy
9,044
+1,539
+21% +$53.5K ﹤0.01% 599
2023
Q4 		$259K Buy
+7,505
New +$208K ﹤0.01% 662
2022
Q3 		– Sell
-8,148
Closed -$274K – 437
2022
Q2 		$274K Buy
8,148
+878
+12% +$33K 0.01% 498
2022
Q1 		$313K Buy
7,270
+930
+15% +$43.4K 0.01% 482
2021
Q4 		$276K Buy
6,340
+909
+17% +$39.8K 0.01% 474
2021
Q3 		$230K Buy
5,431
+117
+2% +$4.48K 0.01% 486
2021
Q2 		$203K Buy
+5,314
New +$213K 0.01% 513

Other funds holding FITB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return