HWA
FITB

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

Heartwood 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
2025
Q4 		– Sell
-15
Closed -$668 – 353
2025
Q3 		$668 Buy
+15
New +$657 ﹤0.01% 578

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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

Heartwood Wealth Advisors's FITB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Fifth Third Bancorp (FITB) in Q4 2025, closing a stake of 15 shares — an estimated $668 sold.

Heartwood Wealth Advisors first reported a position in FITB in Q3 2025 and held it in 1 quarter. The position peaked at $668 in Q3 2025. 1,113 funds tracked by Wall St. Rank hold FITB as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Fifth Third Bancorp position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 15 Fifth Third Bancorp shares in Q4 2025, an estimated $668.
  • Heartwood Wealth Advisors first reported a position in Fifth Third Bancorp in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Fifth Third Bancorp position peaked at $668 in Q3 2025.
  • 1,113 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.