Heritage Wealth Management (Ohio)’s Fifth Third Bancorp FITB Stock Holding History

Heritage Wealth Management (Ohio)’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	$897K	Buy	+15,912	New	+$806K	0.22%	111
2026 Q1	–	Sell	-15,139	Closed	-$709K	–	177
2025 Q4	$709K	Hold	15,139	–	–	0.2%	118
2025 Q3	$674K	Hold	15,139	–	–	0.2%	115
2025 Q2	$623K	Hold	15,139	–	–	0.2%	114
2025 Q1	$593K	Sell	15,139 -1,320	-8%	-$55.7K	0.2%	118
2024 Q4	$696K	Hold	16,459	–	–	0.23%	110
2024 Q3	$705K	Hold	16,459	–	–	0.23%	113
2024 Q2	$593K	Buy	+16,459	New	+$601K	0.2%	117

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

Heritage Wealth Management (Ohio)'s FITB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Fifth Third Bancorp (FITB) in Q2 2026: 15,912 shares worth $897K. The stake represents 0.22% of the portfolio and ranks #111 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in FITB as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in FITB in Q2 2024 and has held it in 8 quarters since. 1,299 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

Heritage Wealth Management (Ohio) held 15,912 shares of Fifth Third Bancorp worth $897K as of Q2 2026.
Fifth Third Bancorp was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Fifth Third Bancorp made up 0.22% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #111 holding.
Heritage Wealth Management (Ohio) first reported a position in Fifth Third Bancorp in Q2 2024 and has held it in 8 quarters since.
1,299 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.