RFG - Bristol Wealth Advisors, LLC

Position in FITB — Fifth Third Bancorp

CIK 2055104 TAUNTON, MA

Position in FITB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$401,507

-$2,556 QoQ

Shares Held

8,642

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

RFG - Bristol Wealth Advisors, LLC holds $2,688,096 across 3 Banks - Regional names. FITB ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CZWI	Citizens Community Bancorp Inc.	103,682	$2,052,903
2	FITB	Fifth Third Bancorp This page	8,642	$401,507
3	BOTJ	Bank Of The James Financial Group Inc	11,344	$233,686

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.