FFM
FITB

Forum Financial Management’s Fifth Third Bancorp FITB Stock Holding History

Forum Financial 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 		$558K Sell
9,907
-2,458
-20% -$125K 0.01% 195
2026
Q1 		$574K Sell
12,365
-9,905
-44% -$488K 0.01% 186
2025
Q4 		$1.04M Buy
22,270
+3,070
+16% +$135K 0.01% 242
2025
Q3 		$855K Buy
19,200
+2,551
+15% +$112K 0.01% 276
2025
Q2 		$685K Buy
16,649
+29
+0.2% +$1.09K 0.01% 304
2025
Q1 		$652K Buy
16,620
+9
+0.1% +$380 0.01% 286
2024
Q4 		$702K Buy
16,611
+2,267
+16% +$102K 0.01% 277
2024
Q3 		$615K Sell
14,344
-25
-0.2% -$1.02K 0.01% 274
2024
Q2 		$524K Buy
14,369
+47
+0.3% +$1.72K 0.01% 293
2024
Q1 		$533K Buy
14,322
+35
+0.2% +$1.22K 0.01% 304
2023
Q4 		$493K Buy
14,287
+75
+0.5% +$2.08K 0.01% 293
2023
Q3 		$360K Buy
14,212
+40
+0.3% +$1.08K 0.01% 362
2023
Q2 		$371K Buy
14,172
+1,425
+11% +$36.7K 0.01% 373
2023
Q1 		$340K Buy
12,747
+110
+0.9% +$3.65K 0.01% 364
2022
Q4 		$415K Sell
12,637
-3,404
-21% -$116K 0.01% 292
2022
Q3 		$513K Buy
16,041
+73
+0.5% +$2.52K 0.02% 216
2022
Q2 		$537K Buy
15,968
+52
+0.3% +$1.95K 0.03% 219
2022
Q1 		$685K Buy
15,916
+55
+0.3% +$2.57K 0.03% 185
2021
Q4 		$691K Buy
+15,861
New +$694K 0.04% 176

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

Forum Financial Management's FITB Position: Q2 2026 in Review

Forum Financial Management reduced its Fifth Third Bancorp (FITB) stake by 20% in Q2 2026, selling an estimated $125K and leaving 9,907 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #195.

Forum Financial Management first reported a position in FITB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q4 2025. 1,299 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Forum Financial Management held 9,907 shares of Fifth Third Bancorp worth $558K as of Q2 2026.
  • Forum Financial Management sold 2,458 Fifth Third Bancorp shares in Q2 2026, an estimated $125K.
  • Fifth Third Bancorp made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #195 holding.
  • Forum Financial Management first reported a position in Fifth Third Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Fifth Third Bancorp position peaked at $1.04M in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.