Position in FITB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,459,765
+$141,360 QoQ
Shares Held
61,376
-14.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#341
of 1,297 holders
Holding Since
Mar 2020
26 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, 2026Legacy Financial Advisors, Inc. holds $16,280,877 across 14 Banks - Regional names. FITB ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,248 | $4,000,582 | |
| 2 | FITB |
Fifth Third Bancorp
This page
|
61,376 | $3,459,765 | |
| 3 | USB |
US Bancorp De
|
36,474 | $2,203,029 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
45,933 | $1,553,913 | |
| 5 | TFC |
Truist Financial Corp
|
20,204 | $1,006,563 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
479 | $996,698 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,011 | $691,665 | |
| 8 | MTB |
M&T Bank Corp
|
2,866 | $682,136 |
All Filings in FITB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,459,765 | 61,376 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,318,405 | 71,425 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,311,011 | 70,733 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,124,826 | 70,142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,906,163 | 70,658 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,785,787 | 71,066 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,258,815 | 77,077 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,509,067 | 81,911 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,066,729 | 84,043 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,381,533 | 90,877 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,147,626 | 91,262 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,978,197 | 78,097 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,053,972 | 78,366 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,020,537 | 75,846 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,462,817 | 75,063 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,252,988 | 70,494 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,397,393 | 71,351 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,060,144 | 71,100 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,102,850 | 71,248 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,556,628 | 60,241 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,201,703 | 57,591 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,381,894 | 63,602 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,745,236 | 63,302 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,340,409 | 62,871 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,256,516 | 65,172 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $969,348 | 65,276 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||