Wealth Firm Cuts Fifth Third Bancorp Holdings

Wealth Enhancement Advisory Services reduces stake in regional bank by 13.5%

Mar. 29, 2026 at 11:12am

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Wealth Enhancement Advisory Services LLC, an institutional investor, reduced its holdings in shares of Fifth Third Bancorp (NASDAQ:FITB) by 13.5% during the fourth quarter, according to a recent SEC filing. The firm's stake in the regional bank is now valued at $7.24 million.

Why it matters

This filing provides insight into the investment strategies and portfolio adjustments of Wealth Enhancement Advisory Services, a prominent wealth management firm. Changes in institutional ownership of bank stocks can signal broader trends in the financial services industry.

The details

According to the filing, Wealth Enhancement Advisory Services sold 22,631 shares of Fifth Third Bancorp during the fourth quarter, reducing its total position to 145,406 shares. The firm cited portfolio rebalancing and risk management as reasons for the reduction in its Fifth Third holdings.

  • The filing covers the fourth quarter of 2025.
  • Wealth Enhancement Advisory Services made the portfolio changes in late 2025.

The players

Wealth Enhancement Advisory Services LLC

A wealth management firm that provides financial planning and investment advisory services to individuals and institutions.

Fifth Third Bancorp

A regional bank holding company that provides a range of financial services, including retail and commercial banking, lending, payment processing, and wealth management.

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What’s next

Investors will likely monitor Wealth Enhancement Advisory Services' future filings to see if the firm continues to adjust its Fifth Third Bancorp position or if this was a one-time portfolio rebalancing.

The takeaway

This filing highlights how institutional investors like Wealth Enhancement Advisory Services actively manage their bank stock holdings, adjusting positions based on market conditions, risk tolerance, and investment strategies.