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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 106 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 NMR NOMURA HLDGS INC Financial Services 1,941.0 $17K +1K +136.7% $8.78 +11.7%
2102 OXLC OXFORD LANE CAP CORP Financial Services 1,930.0 $17K +2K +3116.7% $8.76 +7.3%
2103 AEGON LTD 1,958.0 $17K +39.0 +2.0% $8.44
2104 DX DYNEX CAP INC Real Estate 1,241.0 $16K +1K +773.9% $13.11 -0.3%
2105 EMBC EMBECTA CORP Healthcare 4,898.0 $16K +4K +634.3% $3.26 +57.4%
2106 LXP INDUSTRIAL TRUST 288.0 $16K +63.0 +28.0% $53.88
2107 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 412.0 $15K +383.0 +1320.7% $35.90 -2.5%
2108 SNAP SNAP INC Communication Services 3,327.0 $15K +3K +3227.0% $4.44 +16.7%
2109 CAC CAMDEN NATL CORP Financial Services 270.0 $15K +229.0 +558.5% $54.22 +7.7%
2110 DGRS WISDOMTREE TR 239.0 $14K +190.0 +387.8% $59.35 +3.3%
2111 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 835.0 $14K +179.0 +27.3% $16.95 -16.0%
2112 MBUU MALIBU BOATS INC Consumer Cyclical 508.0 $14K +501.0 +7157.1% $27.42 +7.2%
2113 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 1,749.0 $14K +2K +8645.0% $7.74 +4.7%
2114 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 164.0 $13K +44.0 +36.7% $80.04 -11.4%
2115 PRAA PRA GROUP INC Financial Services 685.0 $13K +570.0 +495.6% $19.00 +6.5%
2116 RSPS INVESCO EXCHANGE TRADED FD T 430.0 $13K +155.0 +56.4% $29.98 +2.9%
2117 LQDH ISHARES U S ETF TR 128.0 $12K +66.0 +106.5% $93.13 -0.9%
2118 RGR STURM RUGER & CO INC Industrials 304.0 $12K +178.0 +141.3% $37.85 -1.1%
2119 PSEC PROSPECT CAP CORP Financial Services 4,932.0 $11K +732.0 +17.4% $2.31 -4.3%
2120 LTC LTC PPTYS INC Real Estate 293.0 $11K +49.0 +20.1% $38.45 +5.4%
Page 106 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%