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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 47 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 129,547.0 $3.2M 0.01% +15K +13.6% $25.06 +15.9%
922 MOH MOLINA HEALTHCARE INC Healthcare 14,175.0 $3.2M 0.01% +10K +211.7% $228.69 -12.4%
923 RMBS RAMBUS INC DEL Technology 24,417.0 $3.2M 0.01% +23K +1484.5% $132.74 -31.3%
924 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 27,290.0 $3.2M 0.01% +27K +10000.0% $118.53 -25.1%
925 DCI DONALDSON INC Industrials 35,915.0 $3.2M 0.01% +35K +3017.6% $89.77 +3.9%
926 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 61,791.0 $3.2M 0.01% +61K +6418.0% $52.17 +3.9%
927 FTCS FIRST TR EXCHANGE-TRADED FD 34,133.0 $3.2M 0.01% +32K +1719.5% $93.92 +8.1%
928 FMDE FIDELITY COVINGTON TRUST 78,839.0 $3.2M 0.01% +79K +10000.0% $40.58 +4.5%
929 TLH ISHARES TR 31,855.0 $3.2M 0.01% +32K +10000.0% $100.35 -3.6%
930 WAFD WAFD INC Financial Services 82,891.0 $3.2M 0.01% +83K +10000.0% $38.37 -5.2%
931 HPQ HP INC Technology 144,896.0 $3.2M 0.01% +119K +463.7% $21.94 +35.4%
932 GSY INVESCO ACTIVELY MANAGED EXC 63,248.0 $3.2M 0.01% +63K +10000.0% $50.15 +0.3%
933 ESI ELEMENT SOLUTIONS INC Basic Materials 66,103.0 $3.2M 0.01% +64K +2714.1% $47.75 -26.1%
934 CNM CORE & MAIN INC Industrials 64,768.0 $3.1M 0.01% +57K +726.6% $48.25 -7.0%
935 INCY INCYTE CORP Healthcare 27,557.0 $3.1M 0.01% +16K +147.6% $113.36 +12.7%
936 SCHA SCHWAB STRATEGIC TR 86,068.0 $3.1M 0.01% +82K +2168.5% $36.13 -3.6%
937 TKO TKO GROUP HOLDINGS INC Communication Services 15,425.0 $3.1M 0.01% +14K +1133.0% $201.31 -4.1%
938 IDEV ISHARES TR 34,857.0 $3.1M 0.01% +31K +833.5% $89.01 +4.8%
939 KBR KBR INC Industrials 89,826.0 $3.1M 0.01% +88K +5614.1% $34.53 +11.7%
940 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 30,437.0 $3.1M 0.01% +30K +10000.0% $101.88 +10.5%
Page 47 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%