WFA
FITB

Wellspring Financial Advisors’s Fifth Third Bancorp FITB Stock Holding History

Wellspring Financial 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 		$350K Sell
6,214
-13
-0.2% -$659 0.02% 205
2026
Q1 		$289K Sell
6,227
-2,579
-29% -$127K 0.02% 222
2025
Q4 		$415K Buy
+8,806
New +$388K 0.03% 160

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

Wellspring Financial Advisors's FITB Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Fifth Third Bancorp (FITB) stake by 0.21% in Q2 2026, selling an estimated $659 and leaving 6,214 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #205.

Wellspring Financial Advisors first reported a position in FITB in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold FITB as of Q2 2026.

  • Wellspring Financial Advisors held 6,214 shares of Fifth Third Bancorp worth $350K as of Q2 2026.
  • Wellspring Financial Advisors sold 13 Fifth Third Bancorp shares in Q2 2026, an estimated $659.
  • Fifth Third Bancorp made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #205 holding.
  • Wellspring Financial Advisors first reported a position in Fifth Third Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Fifth Third Bancorp position peaked at $415K in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.