RFG - Bristol Wealth Advisors, LLC

Position in FITB — Fifth Third Bancorp

CIK 2055104 TAUNTON, MA

Position in FITB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$490,644

+$89,137 QoQ

Shares Held

8,704

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#741

of 1,302 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RFG - Bristol Wealth Advisors, LLC holds $3,354,161 across 4 Banks - Regional names. FITB ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CZWI	Citizens Community Bancorp Inc.	104,290	$2,439,343
2	FITB	Fifth Third Bancorp This page	8,704	$490,644
3	BOTJ	Bank Of The James Financial Group Inc	11,391	$290,698
4	WSBK	Winchester Bancorp, Inc./MD/	10,158	$133,476

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,644	8,704	+0.7%	Shares	Sole	2026-07-27
2026-03-31	$401,507	8,642	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$404,063	8,632	-15.9%	Shares	Sole	2026-01-23
2025-09-30	$457,350	10,266	-9.9%	Shares	Sole	2025-10-22
2025-06-30	$468,717	11,396	-21.7%	Shares	Sole	2025-08-06
2025-03-31	$570,516	14,554	+0.8%	Shares	Sole	2025-05-08
2024-12-31	$610,692	14,444	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.