Position in FITB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$817,477
+$90,007 QoQ
Shares Held
14,502
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 79 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FITB Over Time
Shares Held
Position Value (USD)
Derivatives in FITB
reported options exposure · as of Jun 30, 2023CallValue
$2,621
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. FITB ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
|
226,998 | $11,349,900 | |
| 2 | TCBX |
Third Coast Bancshares, Inc.
|
78,616 | $3,176,086 | |
| 3 | THFF |
First Financial Corp /In/
|
22,277 | $1,725,130 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
6,146 | $1,513,268 | |
| 5 | USB |
US Bancorp De
|
20,006 | $1,208,362 | |
| 6 | GABC |
German American Bancorp, Inc.
|
19,877 | $943,362 | |
| 7 | TFC |
Truist Financial Corp
|
16,883 | $841,111 | |
| 8 | FITB |
Fifth Third Bancorp
This page
|
14,502 | $817,477 |
All Filings in FITB
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,477 | 14,502 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $727,470 | 15,658 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $584,844 | 12,494 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $587,079 | 13,178 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $604,528 | 14,698 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,463,414 | 37,332 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,577,382 | 37,308 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,590,949 | 37,137 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,360,785 | 37,292 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,420,008 | 38,162 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,312,965 | 38,068 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $919,023 | 36,282 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,621 | 100 | Call | Sole | 2023-07-14 | |
| 2023-06-30 | $1,079,852 | 41,200 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,664 | 100 | Call | Sole | 2023-04-17 | |
| 2023-03-31 | $1,321,637 | 49,611 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,310,004 | 39,927 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,290,864 | 40,390 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,343,630 | 39,989 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,763,391 | 40,971 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,730,067 | 39,726 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,780,400 | 41,951 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,483,553 | 38,806 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,478,001 | 39,466 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $960,483 | 34,838 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $283,086 | 13,278 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $338,653 | 17,565 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $128,200 | 8,633 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||