Position in FITB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,607,450
+$1,173,044 QoQ
Shares Held
46,256
+49.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#382
of 1,297 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $80,627,164 across 284 Banks - Regional names. FITB ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
158,506 | $8,256,577 | |
| 2 | STBA |
S&T Bancorp Inc
|
167,179 | $8,205,145 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
26,499 | $6,524,583 | |
| 4 | USB |
US Bancorp \De\
|
83,586 | $5,048,594 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
60,335 | $4,227,673 | |
| 6 | TFC |
Truist Financial Corp
|
67,565 | $3,366,088 | |
| 7 | FITB |
Fifth Third Bancorp
This page
|
46,256 | $2,607,450 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
146,313 | $2,594,129 |
All Filings in FITB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,607,450 | 46,256 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,434,406 | 30,874 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,086,834 | 23,218 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $899,241 | 20,185 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,136,709 | 27,637 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,088,192 | 27,760 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $886,231 | 20,961 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $825,269 | 19,264 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $703,198 | 19,271 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $753,539 | 20,251 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $703,527 | 20,398 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $931,485 | 36,774 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $995,770 | 37,992 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $872,486 | 32,751 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $610,495 | 18,607 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $520,085 | 16,273 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $547,512 | 16,295 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $700,992 | 16,287 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $699,064 | 16,052 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $681,246 | 16,052 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $595,814 | 15,585 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $595,380 | 15,898 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $435,109 | 15,782 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $360,116 | 16,891 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $333,312 | 17,288 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $305,642 | 20,582 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||