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Marshall & Sterling Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-229
Closed -$10.2K – 451
2025
Q3 		$10.2K Hold
229
– – 0.01% 339
2025
Q2 		$9.42K Buy
229
+11
+5% +$413 0.01% 342
2025
Q1 		$8.55K Buy
+218
New +$9.19K 0.01% 345

Other funds holding FITB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FITB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Fifth Third Bancorp (FITB) in Q4 2025, closing a stake of 229 shares — an estimated $10.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in FITB in Q1 2025 and held it in 3 quarters. The position peaked at $10.2K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold FITB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Fifth Third Bancorp position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 229 Fifth Third Bancorp shares in Q4 2025, an estimated $10.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Fifth Third Bancorp in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Fifth Third Bancorp position peaked at $10.2K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.