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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 99 of 110  ·  2,190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 9,353.0 $99K +7K +268.4% $10.54 -0.7%
1962 RDVT RED VIOLET INC Technology 1,544.0 $98K +1K +286.0% $63.73 +7.0%
1963 Z ZILLOW GROUP INC Communication Services 3,093.0 $97K +2K +144.5% $31.52 +9.7%
1964 CLS CELESTICA INC Technology 264.0 $96K +69.0 +35.4% $364.80 -14.9%
1965 JMOM J P MORGAN EXCHANGE TRADED F 1,125.0 $96K +320.0 +39.8% $85.46 -1.5%
1966 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 4,052.0 $96K +547.0 +15.6% $23.58 +9.5%
1967 MAC MACERICH CO Real Estate 3,771.0 $95K +576.0 +18.0% $25.19 -3.0%
1968 CRSR CORSAIR GAMING INC Technology 9,811.0 $95K +10K +3181.3% $9.67 +23.4%
1969 VNO VORNADO RLTY TR Real Estate 2,341.0 $92K +668.0 +39.9% $39.30 -3.9%
1970 METCB RAMACO RES INC Energy 10,755.0 $92K +11K +7693.5% $8.55 -28.4%
1971 DCOR DIMENSIONAL ETF TRUST 1,117.0 $92K +1K +2438.6% $81.98 +3.2%
1972 MFG MIZUHO FINANCIAL GROUP INC Financial Services 9,554.0 $92K +1K +16.0% $9.58 +11.2%
1973 CPA COPA HOLDINGS SA Industrials 587.0 $91K +158.0 +36.8% $155.57 -16.8%
1974 STAG STAG INDUSTRIAL INC Real Estate 2,384.0 $91K +702.0 +41.7% $38.06 -3.9%
1975 EOS EATON VANCE ENHANCED EQUITY Financial Services 4,116.0 $91K +3K +204.4% $22.04 -1.4%
1976 FNDC SCHWAB STRATEGIC TR 1,859.0 $90K +296.0 +18.9% $48.56 +3.9%
1977 VRNS VARONIS SYS INC Technology 2,137.0 $90K +2K +10000.0% $41.95 +4.2%
1978 U UNITY SOFTWARE INC Technology 3,089.0 $88K +3K +10000.0% $28.58 +63.5%
1979 DFIC DIMENSIONAL ETF TRUST 2,346.0 $87K +436.0 +22.8% $37.26 +4.5%
1980 MPLX MPLX LP Energy 1,549.0 $87K +50.0 +3.3% $56.33 +5.4%
Page 99 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%