IWA
FITB

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return