GoalVest Advisory’s Fifth Third Bancorp FITB Stock Holding History

GoalVest Advisory’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	$30.7K	Hold	545	–	–	0.01%	258
2026 Q1	$25.3K	Hold	545	–	–	﹤0.01%	306
2025 Q4	$25.5K	Sell	545 -203	-27%	-$8.94K	﹤0.01%	315
2025 Q3	$33.3K	Hold	748	–	–	0.01%	255
2025 Q2	$30.8K	Buy	748 +532	+246%	+$20K	0.01%	244
2025 Q1	$8.47K	Sell	216 -454	-68%	-$19.1K	﹤0.01%	278
2024 Q4	$28.3K	Hold	670	–	–	0.01%	222
2024 Q3	$28.7K	Hold	670	–	–	0.01%	234
2024 Q2	$24.4K	Sell	670 -435	-39%	-$15.9K	0.01%	222
2024 Q1	$41.1K	Buy	1,105 +160	+17%	+$5.57K	0.01%	206
2023 Q4	$32.6K	Buy	945 +560	+145%	+$15.5K	0.01%	174
2023 Q3	$9.75K	Buy	+385	New	+$10.4K	﹤0.01%	291
2023 Q1	–	Sell	-37	Closed	-$1.21K	–	272
2022 Q4	$1.21K	Hold	37	–	–	﹤0.01%	227
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	244
2022 Q2	$1K	Sell	37 -395	-91%	-$14.8K	﹤0.01%	291
2022 Q1	$19K	Buy	+432	New	+$20.2K	0.01%	199

Other funds holding FITB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GoalVest Advisory's FITB Position: Q2 2026 in Review

GoalVest Advisory held its Fifth Third Bancorp (FITB) position steady in Q2 2026 at 545 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #258.

GoalVest Advisory first reported a position in FITB in Q1 2022 and has held it in 16 quarters since. The position peaked at $41.1K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

GoalVest Advisory held 545 shares of Fifth Third Bancorp worth $30.7K as of Q2 2026.
GoalVest Advisory left its Fifth Third Bancorp share count unchanged in Q2 2026.
Fifth Third Bancorp made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #258 holding.
GoalVest Advisory first reported a position in Fifth Third Bancorp in Q1 2022 and has held it in 16 quarters since.
GoalVest Advisory's Fifth Third Bancorp position peaked at $41.1K in Q1 2024.
1,299 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.