Position in FITB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$201,128
-$15,164 QoQ
Shares Held
3,568
-58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#362
of 499 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FITB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $6,556,177 across 4 Banks - Regional names. FITB ranks #4 (3.1% of the industry book) .
All Filings in FITB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,128 | 3,568 | Shares | Sole | 2026-07-24 | |
| 2023-09-30 | $216,292 | 8,539 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $225,143 | 8,590 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $230,036 | 8,635 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||