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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 105 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 EQNR EQUINOR ASA Energy 739.0 $23K +163.0 +28.3% $31.40 +33.2%
2082 OFG OFG BANCORP Financial Services 470.0 $23K +135.0 +40.3% $49.07 +9.1%
2083 SGRY SURGERY PARTNERS INC Healthcare 1,347.0 $23K +1K +1696.0% $16.80 -14.5%
2084 GLOB GLOBANT S A Technology 766.0 $22K +350.0 +84.1% $28.94 +25.3%
2085 PRGO PERRIGO CO PLC Healthcare 2,079.0 $22K +31.0 +1.5% $10.39 +23.4%
2086 SSTK SHUTTERSTOCK INC Communication Services 1,515.0 $21K +858.0 +130.6% $13.95 -61.2%
2087 MGA MAGNA INTL INC Consumer Cyclical 315.0 $21K +14.0 +4.7% $65.66 +8.6%
2088 SIRIUSPOINT LTD 851.0 $20K +232.0 +37.5% $24.00
2089 DEA EASTERLY GOVT PPTYS INC Real Estate 816.0 $20K +46.0 +6.0% $24.93 -1.6%
2090 UNIT UNITI GROUP LLC Real Estate 1,705.0 $20K +1K +187.5% $11.47 -14.1%
2091 AMC ENTMT HLDGS INC 10,213.0 $19K +10K +4694.8% $1.90
2092 AMRIZE LTD 361.0 $19K +283.0 +362.8% $53.30
2093 IWC ISHARES TR 96.0 $19K +66.0 +220.0% $200.04 -0.3%
2094 IMO IMPERIAL OIL LTD Energy 168.0 $19K +7.0 +4.3% $112.02 +20.4%
2095 DRH DIAMONDROCK HOSPITALITY CO Real Estate 1,541.0 $19K +427.0 +38.3% $12.18 +1.5%
2096 FCPT FOUR CORNERS PPTY TR INC Real Estate 749.0 $18K +53.0 +7.6% $24.55 +2.1%
2097 SOCL GLOBAL X FDS 417.0 $18K +167.0 +66.8% $43.81 +4.4%
2098 ORC ORCHID IS CAP INC Real Estate 2,558.0 $18K +718.0 +39.0% $6.97 -4.3%
2099 MAGN MAGNERA CORP Industrials 1,509.0 $18K +2K +10000.0% $11.75 +2.1%
2100 GRAL GRAIL INC Healthcare 254.0 $17K +251.0 +8366.7% $68.27 +2.5%
Page 105 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%