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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 97 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 FR FIRST INDL RLTY TR INC Real Estate 2,230.0 $137K +472.0 +26.9% $61.31 +1.7%
1922 VNQI VANGUARD INTL EQUITY INDEX F 2,977.0 $134K +3K +1278.2% $44.85 +0.5%
1923 OXM OXFORD INDS INC Consumer Cyclical 3,813.0 $133K +4K +3025.4% $34.87 +2.1%
1924 XHB SPDR SERIES TRUST 1,149.0 $133K +749.0 +187.2% $115.56 -8.3%
1925 MEOH METHANEX CORP Basic Materials 2,866.0 $132K +3K +790.1% $46.15 +24.7%
1926 AHR AMERICAN HEALTHCARE REIT INC Real Estate 2,531.0 $132K +694.0 +37.8% $52.15 +4.4%
1927 CXM SPRINKLR INC Technology 25,470.0 $131K +23K +1085.2% $5.16 +33.9%
1928 FSMD FIDELITY COVINGTON TRUST 2,483.0 $131K +2K +421.6% $52.85 -0.9%
1929 FBRT FRANKLIN BSP RLTY TR INC Real Estate 16,103.0 $131K +16K +10000.0% $8.14 -1.4%
1930 BIT BLACKROCK MULTI SECTOR INC T Financial Services 10,466.0 $131K +9K +590.8% $12.52 -3.8%
1931 GO GROCERY OUTLET HLDG CORP Consumer Defensive 12,948.0 $129K +13K +8648.6% $9.98 +10.8%
1932 NPK NATIONAL PRESTO INDS INC Industrials 1,027.0 $128K +1K +9236.4% $124.99 +17.8%
1933 NMRK NEWMARK GROUP INC Real Estate 8,443.0 $128K +8K +8604.1% $15.11 +0.5%
1934 LQDT LIQUIDITY SVCS INC Consumer Cyclical 3,254.0 $127K +3K +4548.6% $39.12 +10.6%
1935 DFEM DIMENSIONAL ETF TRUST 3,130.0 $127K +1K +49.3% $40.64 -3.7%
1936 FREL FIDELITY COVINGTON TRUST 4,305.0 $126K +4K +541.6% $29.30 +1.2%
1937 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 9,765.0 $126K +8K +475.8% $12.89 -6.8%
1938 UBS UBS GROUP AG Financial Services 2,529.0 $125K +236.0 +10.3% $49.56 +6.9%
1939 AEM AGNICO EAGLE MINES LTD Basic Materials 797.0 $124K +260.0 +48.4% $155.13 +20.5%
1940 VREX VAREX IMAGING CORP Healthcare 11,614.0 $121K +11K +6424.7% $10.43 +77.0%
Page 97 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%