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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 82 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 19,749.0 $545K 0.00% +18K +1075.5% $27.59 -1.7%
1622 PSKY PARAMOUNT SKYDANCE CORP Communication Services 54,886.0 $541K 0.00% +42K +319.4% $9.86 +5.4%
1623 EATON VANCE TAX-MANAGED BUY- 36,021.0 $536K 0.00% +32K +914.7% $14.88
1624 SBSI SOUTHSIDE BANCSHARES INC Financial Services 15,140.0 $533K 0.00% +15K +10000.0% $35.19 -9.3%
1625 ICLN ISHARES TR 25,778.0 $528K 0.00% +18K +231.8% $20.49 -13.8%
1626 NEOG NEOGEN CORP Healthcare 58,712.0 $528K 0.00% +53K +942.8% $8.99 +30.7%
1627 EPP ISHARES INC 9,902.0 $527K 0.00% +9K +1051.4% $53.26 +8.9%
1628 HUBS HUBSPOT INC Technology 2,879.0 $525K 0.00% +2K +138.7% $182.51 +32.3%
1629 RH RH Consumer Cyclical 3,171.0 $522K 0.00% +3K +5463.2% $164.72 -5.6%
1630 BUNGE GLOBAL SA 4,881.0 $521K 0.00% +55.0 +1.1% $106.73
1631 FRME FIRST MERCHANTS CORP Financial Services 11,883.0 $519K 0.00% +9K +368.2% $43.69 -4.3%
1632 CHCO CITY HLDG CO Financial Services 3,897.0 $517K 0.00% +3K +419.6% $132.64 +8.3%
1633 WAY WAYSTAR HLDG CORP Technology 25,163.0 $517K 0.00% +25K +10000.0% $20.53 +20.8%
1634 WU WESTERN UN CO Financial Services 66,802.0 $514K 0.00% +63K +1905.5% $7.70 -4.6%
1635 AGM FEDERAL AGRIC MTG CORP Financial Services 2,577.0 $514K 0.00% +2K +1188.5% $199.28 +10.9%
1636 SPSC SPS COMM INC Technology 8,824.0 $504K 0.00% +8K +755.0% $57.17 +40.0%
1637 GPIQ GOLDMAN SACHS ETF TR 8,430.0 $500K 0.00% +8K +1475.7% $59.31 -4.6%
1638 CFFN CAPITOL FED FINL INC Financial Services 58,495.0 $498K 0.00% +57K +5251.8% $8.51 -0.8%
1639 HYMB SPDR SERIES TRUST 19,498.0 $496K 0.00% +19K +3558.2% $25.44 -2.5%
1640 RVMD REVOLUTION MEDICINES INC Healthcare 2,625.0 $492K 0.00% +3K +2353.3% $187.27 +11.3%
Page 82 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%