Position in FITB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,406,036
+$675,174 QoQ
Shares Held
24,943
+58.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#498
of 1,297 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in FITB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $47,309,373 across 52 Banks - Regional names. FITB ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
128,486 | $7,760,554 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
17,159 | $4,224,888 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
86,817 | $3,978,823 | |
| 4 | RF |
Regions Financial Corp
|
112,611 | $3,400,852 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,207 | $2,511,513 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
64,751 | $2,075,269 | |
| 7 | MTB |
M&T Bank Corp
|
6,925 | $1,648,219 | |
| 8 | FITB |
Fifth Third Bancorp
This page
|
24,943 | $1,406,036 |
All Filings in FITB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,036 | 24,943 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $730,862 | 15,731 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $937,417 | 20,026 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $831,771 | 20,223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $627,592 | 16,010 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $682,441 | 16,141 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $688,438 | 16,070 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $337,751 | 9,256 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $336,527 | 9,044 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $258,847 | 7,505 | Shares | Sole | 2024-02-28 | |
| 2022-06-30 | $273,772 | 8,148 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $312,900 | 7,270 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $276,107 | 6,340 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $230,491 | 5,431 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $203,154 | 5,314 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||