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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 45 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BC BRUNSWICK CORP Consumer Cyclical 42,568.0 $3.6M 0.01% +41K +3700.7% $84.24 -4.0%
882 SBCF SEACOAST BKG CORP FLA Financial Services 107,753.0 $3.6M 0.01% +105K +3759.3% $33.25 +4.1%
883 WEX WEX INC Technology 25,373.0 $3.6M 0.01% +19K +330.0% $141.09 +41.7%
884 FVD FIRST TR EXCHANGE-TRADED FD 74,215.0 $3.6M 0.01% +70K +1588.6% $48.18 +5.2%
885 HAE HAEMONETICS CORP MASS Healthcare 47,486.0 $3.6M 0.01% +47K +10000.0% $75.00 +45.1%
886 MEDP MEDPACE HLDGS INC Healthcare 6,704.0 $3.6M 0.01% +6K +1655.0% $529.60 +17.2%
887 TDC TERADATA CORP DEL Technology 101,799.0 $3.5M 0.01% +101K +9230.8% $34.65 -20.1%
888 LNC LINCOLN NATL CORP IND Financial Services 99,240.0 $3.5M 0.01% +73K +276.5% $35.35 +19.2%
889 UHS UNIVERSAL HLTH SVCS INC Healthcare 23,409.0 $3.5M 0.01% +22K +1502.3% $148.69 +19.2%
890 TPL TEXAS PACIFIC LAND CORPORATI Energy 7,896.0 $3.5M 0.01% +7K +1482.4% $437.64 -12.3%
891 FIRST HAWAIIAN INC 117,575.0 $3.4M 0.01% +116K +10000.0% $29.30
892 VRSN VERISIGN INC Technology 13,675.0 $3.4M 0.01% +9K +215.2% $251.57 +12.0%
893 GPN GLOBAL PMTS INC Industrials 47,195.0 $3.4M 0.01% +31K +186.2% $72.56 +28.8%
894 H HYATT HOTELS CORP Consumer Cyclical 17,663.0 $3.4M 0.01% +12K +211.2% $193.85 -6.8%
895 MCHI ISHARES TR 67,084.0 $3.4M 0.01% +67K +10000.0% $51.03 +9.1%
896 EHC ENCOMPASS HEALTH CORP Healthcare 33,852.0 $3.4M 0.01% +29K +585.8% $101.08 +19.0%
897 TFIN TRIUMPH FINANCIAL INC Financial Services 44,804.0 $3.4M 0.01% +45K +10000.0% $76.31 -1.8%
898 FIW FIRST TR EXCHANGE-TRADED FD 31,213.0 $3.4M 0.01% +30K +1724.2% $109.52 +1.5%
899 URBN URBAN OUTFITTERS INC Consumer Cyclical 48,084.0 $3.4M 0.01% +48K +9713.1% $70.86 +4.8%
900 PDBC INVESCO ACTVELY MNGD ETC FD 213,728.0 $3.4M 0.01% +213K +10000.0% $15.88 +17.4%
Page 45 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%