MA
FITB

Montag & Associates’s Fifth Third Bancorp FITB Stock Holding History

Montag & Associates’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 		$86.7K Hold
1,850
– – ﹤0.01% 521
2025
Q4 		$87.3K Buy
+1,850
New +$81.4K ﹤0.01% 522
2022
Q4 		– Sell
-1,870
Closed -$60K – 967
2022
Q3 		$60K Hold
1,870
– – ﹤0.01% 507
2022
Q2 		$63K Hold
1,870
– – ﹤0.01% 495
2022
Q1 		$80K Sell
1,870
-500
-21% -$23.3K ﹤0.01% 496
2021
Q4 		$103K Buy
+2,370
New +$104K 0.01% 470

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