Castle Rock Wealth Management, LLC
Position in FITB — Fifth Third Bancorp
CIK 1727605
WALNUT CREEK, CA
Position in FITB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$255,750
+$45,194 QoQ
Shares Held
4,537
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#945
of 1,297 holders
Holding Since
Dec 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FITB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $1,943,597 across 2 Banks - Regional names. FITB ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
55,889 | $1,687,847 | |
| 2 | FITB |
Fifth Third Bancorp
This page
|
4,537 | $255,750 |
All Filings in FITB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,750 | 4,537 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $210,556 | 4,532 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $211,206 | 4,512 | Shares | Sole | 2026-02-05 | |
| 2021-12-31 | $194,973 | 4,477 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||