LWM
FITB

Lodestone Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Lodestone Wealth Management’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 		$1.06M Buy
22,812
+1,661
+8% +$81.9K 0.42% 66
2025
Q4 		$990K Buy
21,151
+8,930
+73% +$393K 0.4% 68
2025
Q3 		$544K Hold
12,221
– – 0.24% 96
2025
Q2 		$503K Sell
12,221
-558
-4% -$20.9K 0.24% 98
2025
Q1 		$501K Sell
12,779
-2,986
-19% -$126K 0.27% 92
2024
Q4 		$667K Sell
15,765
-288
-2% -$12.9K 0.33% 77
2024
Q3 		$688K Hold
16,053
– – 0.34% 73
2024
Q2 		$586K Sell
16,053
-19
-0.1% -$694 0.31% 77
2024
Q1 		$598K Hold
16,072
– – 0.31% 74
2023
Q4 		$554K Buy
+16,072
New +$446K 0.32% 73

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