Heritage Wealth Management, Inc.

Position in FITB — Fifth Third Bancorp

CIK 1944755 CINCINNATI, OH

Position in FITB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$896,959

+$188,303 QoQ

Shares Held

15,912

+5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#600

of 1,297 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $20,324,546 across 4 Banks - Regional names. FITB ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	275,102	$16,616,160
2	PNC	Pnc Financial Services Group, Inc.	7,420	$1,826,952
3	HBAN	Huntington Bancshares Inc /Md/	55,526	$984,475
4	FITB	Fifth Third Bancorp This page	15,912	$896,959

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$896,959	15,912	+5.1%	Shares	Sole	2026-07-28
2025-12-31	$708,656	15,139	0.0%	Shares	Sole	2026-01-26
2025-09-30	$674,442	15,139	0.0%	Shares	Sole	2025-11-04
2025-06-30	$622,667	15,139	0.0%	Shares	Sole	2025-08-14
2025-03-31	$593,448	15,139	-8.0%	Shares	Sole	2025-04-29
2024-12-31	$695,886	16,459	0.0%	Shares	Sole	2025-02-05
2024-09-30	$705,103	16,459	0.0%	Shares	Sole	2024-10-31
2024-06-30	$600,588	16,459	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.