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

IBEX 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
Q3 		$590K Sell
11,672
-159
-1% -$8.85K 0.05% 152
2026
Q2 		$667K Buy
11,831
+16
+0.1% +$811 0.05% 140
2026
Q1 		$549K Sell
11,815
-3,939
-25% -$194K 0.05% 148
2025
Q4 		$737K Sell
15,754
-162
-1% -$7.13K 0.07% 110
2025
Q3 		$709K Buy
15,916
+180
+1% +$7.88K 0.07% 138
2025
Q2 		$647K Buy
15,736
+4,515
+40% +$169K 0.07% 137
2025
Q1 		$440K Buy
11,221
+645
+6% +$27.2K 0.06% 114
2024
Q4 		$447K Sell
10,576
-100,184
-90% -$4.5M 0.05% 154
2024
Q3 		$4.55M Buy
110,760
+103,909
+1,517% +$4.23M 1.25% 30
2024
Q2 		$250K Buy
+6,851
New +$250K 0.04% 118
2022
Q2 		– Sell
-4,826
Closed -$208K – 163
2022
Q1 		$208K Buy
4,826
+167
+4% +$7.79K 0.04% 161
2021
Q4 		$203K Sell
4,659
-267
-5% -$11.7K 0.04% 182
2021
Q3 		$209K Buy
+4,926
New +$189K 0.04% 171

Other funds holding FITB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IBEX Wealth Advisors's FITB Position: Q3 2026 in Review

IBEX Wealth Advisors reduced its Fifth Third Bancorp (FITB) stake by 1.3% in Q3 2026, selling an estimated $8.85K and leaving 11,672 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #152.

IBEX Wealth Advisors first reported a position in FITB in Q3 2021 and has held it in 13 quarters since. The position peaked at $4.55M in Q3 2024. 726 funds tracked by Wall St. Rank hold FITB as of Q3 2026.

  • IBEX Wealth Advisors held 11,672 shares of Fifth Third Bancorp worth $590K as of Q3 2026.
  • IBEX Wealth Advisors sold 159 Fifth Third Bancorp shares in Q3 2026, an estimated $8.85K.
  • Fifth Third Bancorp made up 0.05% of IBEX Wealth Advisors's portfolio in Q3 2026, its #152 holding.
  • IBEX Wealth Advisors first reported a position in Fifth Third Bancorp in Q3 2021 and has held it in 13 quarters since.
  • IBEX Wealth Advisors's Fifth Third Bancorp position peaked at $4.55M in Q3 2024.
  • 726 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.