Tortoise Investment Management, LLC FITB β€” FIFTH THIRD BANCORP

Ownership history in Tortoise Investment Management, LLC  Β·  13 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported FIFTH THIRD BANCORP (FITB) in 13 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows FITB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Investment Management, LLC's position in FIFTH THIRD BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FITB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Investment Management, LLC held FITB β€” position size vs. price
% of Fund (quarterly)    FITB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10.0% +7.3% ❌ 36 -4 -10.0% 0.00% $2K 2025-11-13 $41.71
2025 Q2 REDUCED 60.0% +10.4% ❌ 40 -60 -60.0% 0.00% $2K 2025-08-08 $40.56
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tortoise Investment Management, LLC and FITB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Investment Management, LLC reported owning FITB?

Tortoise Investment Management, LLC reported FITB across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported FITB position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for FITB was 0.00% in 2025 Q2.

What is the latest reported FITB position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 36 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this FITB ownership page compare?

The chart compares Tortoise Investment Management, LLC's quarterly FITB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tortoise Investment Management, LLC time their FITB position?

Based on 13F filing dates vs. subsequent FITB price moves, Tortoise Investment Management, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on FITB relative to SPY over the holding period was -10.1%.

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