LMFP
FITB

Larry Mathis Financial Planning’s Fifth Third Bancorp FITB Stock Holding History

Larry Mathis Financial Planning’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 		$314K Buy
5,569
+999
+22% +$50.6K 0.24% 102
2026
Q1 		$212K Sell
4,570
-81
-2% -$3.99K 0.19% 143
2025
Q4 		$218K Buy
+4,651
New +$205K 0.19% 145

Other funds holding FITB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Larry Mathis Financial Planning's FITB Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Fifth Third Bancorp (FITB) stake by 22% in Q2 2026, buying an estimated $50.6K and bringing the position to 5,569 shares worth $314K. The position accounts for 0.24% of the portfolio, ranked #102.

Larry Mathis Financial Planning first reported a position in FITB in Q4 2025 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Larry Mathis Financial Planning held 5,569 shares of Fifth Third Bancorp worth $314K as of Q2 2026.
  • Larry Mathis Financial Planning bought 999 Fifth Third Bancorp shares in Q2 2026, an estimated $50.6K.
  • Fifth Third Bancorp made up 0.24% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #102 holding.
  • Larry Mathis Financial Planning first reported a position in Fifth Third Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.