Mount Yale Investment Advisors’s Fifth Third Bancorp FITB Stock Holding History

Mount Yale Investment 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 Q2	$2.1M	Buy	37,002 +3,868	+12%	+$196K	0.04%	401
2026 Q1	$1.55M	Buy	33,134 +26,418	+393%	+$1.3M	0.04%	428
2025 Q4	$317K	Buy	+6,716	New	+$296K	0.02%	580
2025 Q3	–	Sell	-1,171	Closed	-$48.2K	–	999
2025 Q2	$48.2K	Buy	+1,171	New	+$43.9K	﹤0.01%	827
2022 Q1	–	Sell	-6,197	Closed	-$270K	–	474
2021 Q4	$270K	Buy	6,197 +39	+0.6%	+$1.71K	0.03%	397
2021 Q3	$261K	Sell	6,158 -28	-0.5%	-$1.07K	0.03%	382
2021 Q2	$236K	Buy	6,186 +71	+1%	+$2.84K	0.03%	377
2021 Q1	$229K	Buy	+6,115	New	+$207K	0.03%	377
2018 Q4	–	Sell	-336	Closed	-$9K	–	474
2018 Q3	$9K	Hold	336	–	–	﹤0.01%	862
2018 Q2	$10K	Sell	336 -15,786	-98%	-$501K	﹤0.01%	871
2018 Q1	$512K	Buy	+16,122	New	+$526K	0.11%	164

Other funds holding FITB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Yale Investment Advisors's FITB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Fifth Third Bancorp (FITB) stake by 12% in Q2 2026, buying an estimated $196K and bringing the position to 37,002 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #401.

Mount Yale Investment Advisors first reported a position in FITB in Q1 2018 and has held it in 11 quarters since. 1,296 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

Mount Yale Investment Advisors held 37,002 shares of Fifth Third Bancorp worth $2.1M as of Q2 2026.
Mount Yale Investment Advisors bought 3,868 Fifth Third Bancorp shares in Q2 2026, an estimated $196K.
Fifth Third Bancorp made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #401 holding.
Mount Yale Investment Advisors first reported a position in Fifth Third Bancorp in Q1 2018 and has held it in 11 quarters since.
1,296 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.