SFS
FITB

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Financial Strategies's FITB Position: Q4 2023 in Review

Summit Financial Strategies sold out of Fifth Third Bancorp (FITB) in Q4 2023, closing a stake of 8,539 shares — an estimated $216K sold.

Summit Financial Strategies first reported a position in FITB in Q1 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2023. 892 funds tracked by Wall St. Rank hold FITB as of Q4 2023.

  • Summit Financial Strategies reported no remaining Fifth Third Bancorp position as of Q4 2023 after selling out during the quarter.
  • Summit Financial Strategies sold 8,539 Fifth Third Bancorp shares in Q4 2023, an estimated $216K.
  • Summit Financial Strategies first reported a position in Fifth Third Bancorp in Q1 2023 and held it in 3 quarters.
  • Summit Financial Strategies's Fifth Third Bancorp position peaked at $230K in Q1 2023.
  • 892 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2023.

Based on Summit Financial Strategies's 13F filing for Q4 2023, filed 13 Feb 2024.