GoalVest Advisory LLC

Position in FITB — Fifth Third Bancorp

CIK 1839307 NEW YORK, NY

Position in FITB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$30,721

+$5,401 QoQ

Shares Held

545

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#54

of 66 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $617,048 across 14 Banks - Regional names. FITB ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OBT	Orange County Bancorp, Inc. /DE/	4,100	$150,798
2	UMBF	Umb Financial Corp	915	$130,625
3	USB	US Bancorp De	1,157	$69,882
4	TFC	Truist Financial Corp	1,094	$54,503
5	CFG	Citizens Financial Group Inc/Ri	680	$47,647
6	KEY	Keycorp /New/	1,476	$34,021
7	FITB	Fifth Third Bancorp This page	545	$30,721
8	CFR	Cullen/Frost Bankers, Inc.	194	$29,976

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,721	545	0.0%	Shares	Sole	2026-07-09
2026-03-31	$25,320	545	0.0%	Shares	Sole	2026-04-13
2025-12-31	$25,511	545	-27.1%	Shares	Sole	2026-01-05
2025-09-30	$33,323	748	0.0%	Shares	Sole	2025-10-22
2025-06-30	$30,765	748	+246.3%	Shares	Sole	2025-08-01
2025-03-31	$8,467	216	-67.8%	Shares	Sole	2025-04-07
2024-12-31	$28,327	670	0.0%	Shares	Sole	2025-01-17
2024-09-30	$28,702	670	0.0%	Shares	Sole	2024-11-06
2024-06-30	$24,448	670	-39.4%	Shares	Sole	2024-07-30
2024-03-31	$41,117	1,105	+16.9%	Shares	Sole	2024-04-15
2023-12-31	$32,593	945	+145.5%	Shares	Sole	2024-01-02
2023-09-30	$9,752	385	+940.5%	Shares	Sole	2023-10-10
2022-12-31	$1,213	37	0.0%	Shares	Sole	2023-01-06
2022-09-30	$1,182	37	0.0%	Shares	Sole	2022-10-11
2022-06-30	$1,243	37	-91.4%	Shares	Sole	2022-07-06
2022-03-31	$18,593	432	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.