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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $61.7B AUM 4,336 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1815 New 2190 Added 216 Reduced 112 Exited
Page 102 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 LINE LINEAGE INC Real Estate 1,197.0 $52K +1K +10000.0% $43.25 -5.3%
2022 GTES GATES INDL CORP PLC Industrials 1,848.0 $52K +738.0 +66.5% $27.97 -1.9%
2023 BHK BLACKROCK CORE BD TR Financial Services 5,445.0 $50K +4K +189.0% $9.17 -2.4%
2024 FENY FIDELITY COVINGTON TRUST 1,688.0 $50K +688.0 +68.8% $29.56 +18.5%
2025 BYLD ISHARES TR 2,195.0 $50K +31.0 +1.4% $22.65 -1.7%
2026 WFRD WEATHERFORD INTL PLC Energy 610.0 $50K +23.0 +3.9% $81.50 +14.6%
2027 TGS TRANSPORTADORA DE GAS DEL SU Energy 1,657.0 $49K +890.0 +116.0% $29.73 -5.5%
2028 ATKR ATKORE INC Industrials 644.0 $49K +631.0 +4853.9% $75.99 +22.9%
2029 BITWISE FUNDS TRUST 1,966.0 $48K +922.0 +88.3% $24.50
2030 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 475.0 $48K +473.0 +10000.0% $101.26 +1.6%
2031 MICROCHIP TECHNOLOGY INC. 572.0 $44K +10.0 +1.8% $76.71
2032 PEO ADAM NAT RES FD INC Financial Services 1,773.0 $44K +2K +2062.2% $24.72 +13.9%
2033 FTAI AVIATION LTD 161.0 $44K +46.0 +40.0% $270.53
2034 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 246.0 $43K +35.0 +16.6% $173.12 -7.9%
2035 KREF KKR REAL ESTATE FIN TR INC Real Estate 6,100.0 $42K +6K +5654.7% $6.84 +8.0%
2036 GEO GEO GROUP INC Industrials 1,408.0 $42K +83.0 +6.3% $29.55 +5.0%
2037 LIVN LIVANOVA PLC Healthcare 498.0 $41K +10.0 +2.0% $82.23 -2.1%
2038 STPZ PIMCO ETF TR 765.0 $41K +558.0 +269.6% $53.34 -1.3%
2039 SKT TANGER INC Real Estate 1,033.0 $41K +354.0 +52.1% $39.47 -2.8%
2040 INSW INTERNATIONAL SEAWAYS INC Energy 531.0 $41K +80.0 +17.7% $76.59 +28.0%
Page 102 of 110  ·  2,190 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%