Castle Rock Wealth Management »

Fifth Third Ban shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Fifth Third Ban (FITB) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Fifth Third Ban

Tip: Access up to 7 years of quarterly data

All positions including Fifth Third Ban held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fifth Third Ban by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 4.5k 52.55
2021-12-31 $202k 4.5k 45.12

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)

View all positions for Castle Rock Wealth Management

Top funds holding Fifth Third Ban

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Invesco
Geode Capital Management
Norges Bank Investment Management
Nuveen
Franklin Resources
Dimensional Fund Advisors
Allspring Global Investments Holdings
APG All Pensions Group NV
Northern Trust

View all funds holding Fifth Third Ban