WWM
FITB

Whalen Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Whalen Wealth Management’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
Q3 		– Sell
-7,884
Closed -$444K – 226
2026
Q2 		$444K Buy
+7,884
New +$400K 0.2% 124

Other funds holding FITB

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Whalen Wealth Management's FITB Position: Q3 2026 in Review

Whalen Wealth Management sold out of Fifth Third Bancorp (FITB) in Q3 2026, closing a stake of 7,884 shares — an estimated $444K sold.

Whalen Wealth Management first reported a position in FITB in Q2 2026 and held it in 1 quarter. The position peaked at $444K in Q2 2026. 58 funds tracked by Wall St. Rank hold FITB as of Q3 2026.

  • Whalen Wealth Management reported no remaining Fifth Third Bancorp position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 7,884 Fifth Third Bancorp shares in Q3 2026, an estimated $444K.
  • Whalen Wealth Management first reported a position in Fifth Third Bancorp in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Fifth Third Bancorp position peaked at $444K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.