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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

FITB holding history

Fifth Third Bancorp in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FITB overviewAll 13F holders of FITBFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of FITB by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−45,965−100.0%Sold outHolders
Q4 202245,965$1.51M0.9%−990−2.1%ReducedHolders
Q3 202246,955$1.50M1.5%−1,543−3.2%ReducedHolders
Q2 202248,498$1.63M1.6%−274−0.6%ReducedHolders
Q1 202248,772$2.00M2.1%−21,240−30.3%ReducedHolders
Q4 202170,012$3.05M2.3%−2,922−4.0%ReducedHolders
Q3 202172,934$3.10M2.3%+956+1.3%AddedHolders
Q2 202171,978$2.69M1.9%+10,816+17.7%AddedHolders
Q1 202161,162$2.32M1.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.