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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 107 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 MOV MOVADO GROUP INC Consumer Cyclical 285.0 $11K +275.0 +2750.0% $39.31 -9.9%
2122 MATIV HOLDINGS INC 1,451.0 $11K +1K +2987.2% $7.57
2123 NTR NUTRIEN LTD Basic Materials 168.0 $11K +28.0 +20.0% $62.95 +8.5%
2124 FLUTTER ENTMT PLC 101.0 $10K +28.0 +38.4% $102.17
2125 RCI ROGERS COMMUNICATIONS INC Communication Services 314.0 $10K +195.0 +163.9% $32.50 +11.0%
2126 PLAY DAVE & BUSTERS ENTMT INC Communication Services 845.0 $10K +701.0 +486.8% $11.40 -11.0%
2127 BFS SAUL CTRS INC Real Estate 256.0 $10K +233.0 +1013.0% $37.39 -8.3%
2128 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 312.0 $10K +285.0 +1055.6% $30.61 +24.8%
2129 ANGI ANGI INC Communication Services 1,564.0 $9K +1K +788.6% $5.95 -25.0%
2130 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 810.0 $9K +211.0 +35.2% $11.45 -4.9%
2131 VOD VODAFONE GROUP PLC Communication Services 639.0 $8K +310.0 +94.2% $13.23 +22.5%
2132 PBD INVESCO EXCH TRADED FD TR II 402.0 $8K +36.0 +9.8% $19.60 -5.9%
2133 PHR PHREESIA INC Healthcare 728.0 $7K +46.0 +6.7% $10.30 +12.5%
2134 RDY DR REDDYS LABS LTD Healthcare 511.0 $7K +281.0 +122.2% $14.49 -16.4%
2135 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 263.0 $7K +220.0 +511.6% $27.92 -14.1%
2136 SCVL SHOE STA GROUP INC Consumer Cyclical 489.0 $7K +473.0 +2956.2% $14.83 +3.2%
2137 CBL CBL & ASSOC PPTYS INC Real Estate 134.0 $7K +111.0 +482.6% $53.09 +7.3%
2138 VTS VITESSE ENERGY INC Energy 445.0 $7K +360.0 +423.5% $15.77 +5.5%
2139 RAMACO RES INC 520.0 $7K +20.0 +4.0% $13.23
2140 CTKB CYTEK BIOSCIENCES INC Healthcare 1,452.0 $6K +540.0 +59.2% $4.43 +7.0%
Page 107 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%