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Summit Financial Strategies’s Fifth Third Bancorp FITB Stock Holding History

Summit Financial Strategies’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 		$201K Buy
+3,568
New +$181K 0.01% 164
2023
Q4 		– Sell
-8,539
Closed -$216K – 144
2023
Q3 		$216K Sell
8,539
-51
-0.6% -$1.38K 0.04% 113
2023
Q2 		$225K Sell
8,590
-45
-0.5% -$1.16K 0.04% 112
2023
Q1 		$230K Buy
+8,635
New +$287K 0.05% 110

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 $3.38T AUM 44.17% 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

Summit Financial Strategies's FITB Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in Fifth Third Bancorp (FITB) in Q2 2026: 3,568 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in FITB as recently as Q3 2023.

Summit Financial Strategies first reported a position in FITB in Q1 2023 and has held it in 4 quarters since. The position peaked at $230K in Q1 2023. 1,304 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Summit Financial Strategies held 3,568 shares of Fifth Third Bancorp worth $201K as of Q2 2026.
  • Fifth Third Bancorp was a new Summit Financial Strategies position in Q2 2026.
  • Fifth Third Bancorp made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #164 holding.
  • Summit Financial Strategies first reported a position in Fifth Third Bancorp in Q1 2023 and has held it in 4 quarters since.
  • Summit Financial Strategies's Fifth Third Bancorp position peaked at $230K in Q1 2023.
  • 1,304 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.