OWA
FITB

Octavia Wealth Advisors’s Fifth Third Bancorp FITB Stock Holding History

Octavia 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
2026
Q2 		$472K Sell
8,313
-6,778
-45% -$344K 0.04% 129
2026
Q1 		$707K Buy
15,091
+1,884
+14% +$92.8K 0.07% 99
2025
Q4 		$624K Buy
13,207
+2,626
+25% +$116K 0.06% 117
2025
Q3 		$476K Buy
10,581
+361
+4% +$15.8K 0.05% 135
2025
Q2 		$424K Sell
10,220
-729
-7% -$27.4K 0.05% 129
2025
Q1 		$433K Sell
10,949
-1,434
-12% -$60.5K 0.05% 133
2024
Q4 		$528K Sell
12,383
-4,153
-25% -$186K 0.06% 114
2024
Q3 		$715K Sell
16,536
-1,286
-7% -$52.3K 0.09% 91
2024
Q2 		$657K Sell
17,822
-1,244
-7% -$45.5K 0.09% 98
2024
Q1 		$716K Buy
19,066
+68
+0.4% +$2.37K 0.11% 93
2023
Q4 		$662K Sell
18,998
-1,900
-9% -$52.7K 0.12% 96
2023
Q3 		$537K Buy
20,898
+8,727
+72% +$235K 0.11% 99
2023
Q2 		$323K Buy
12,171
+699
+6% +$18K 0.07% 136
2023
Q1 		$309K Buy
11,472
+961
+9% +$31.9K 0.07% 129
2022
Q4 		$348K Sell
10,511
-1,076
-9% -$36.7K 0.09% 122
2022
Q3 		$374K Buy
11,587
+4
+0% +$138 0.1% 108
2022
Q2 		$392K Sell
11,583
-297
-3% -$11.2K 0.1% 105
2022
Q1 		$515K Sell
11,880
-205
-2% -$9.57K 0.11% 97
2021
Q4 		$530K Buy
12,085
+21
+0.2% +$919 0.11% 99
2021
Q3 		$515K Buy
12,064
+3
+0% +$115 0.13% 93
2021
Q2 		$464K Buy
12,061
+471
+4% +$18.8K 0.12% 100
2021
Q1 		$437K Sell
11,590
-4,352
-27% -$148K 0.13% 101
2020
Q4 		$444K Buy
+15,942
New +$402K 0.14% 99

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

Octavia Wealth Advisors's FITB Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Fifth Third Bancorp (FITB) stake by 45% in Q2 2026, selling an estimated $344K and leaving 8,313 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #129.

Octavia Wealth Advisors first reported a position in FITB in Q4 2020 and has held it in 23 quarters since. The position peaked at $716K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Octavia Wealth Advisors held 8,313 shares of Fifth Third Bancorp worth $472K as of Q2 2026.
  • Octavia Wealth Advisors sold 6,778 Fifth Third Bancorp shares in Q2 2026, an estimated $344K.
  • Fifth Third Bancorp made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Octavia Wealth Advisors first reported a position in Fifth Third Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Fifth Third Bancorp position peaked at $716K in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.