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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 49 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 THMZ LAZARD ACTIVE ETF TR 1,986.0 $67K NEW $33.97 +2.0%
962 ORN ORION GROUP HLDGS INC Industrials 3,993.0 $67K NEW $16.82 -44.9%
963 STK COLUMBIA SELIGM PREM TECH GR Financial Services 1,243.0 $67K NEW $53.87 -5.3%
964 FSTR FOSTER L B CO Industrials 1,476.0 $67K NEW $45.17 -15.7%
965 MFDX PIMCO EQUITY SER 1,598.0 $67K NEW $41.64 +2.9%
966 NCA NUVEEN CALIFORNIA MUNI VLU F Financial Services 7,110.0 $66K NEW $9.33 -2.3%
967 AOK ISHARES TR 1,596.0 $66K NEW $41.49 -0.5%
968 VFQY VANGUARD WELLINGTON FD 388.0 $66K NEW $170.29 +4.7%
969 EUHY ISHARES INC 1,225.0 $66K NEW $53.86 -0.7%
970 IMMUNITYBIO INC 7,500.0 $66K NEW $8.76
971 PIO INVESCO EXCH TRADED FD TR II 1,460.0 $66K NEW $44.97 +0.1%
972 INDS PACER FDS TR 1,631.0 $66K NEW $40.21 +3.0%
973 JHSC JOHN HANCOCK EXCHANGE TRADED 1,350.0 $66K NEW $48.56 +0.9%
974 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 5,108.0 $65K NEW $12.76 +52.4%
975 XLK PUT SELECT SECTOR SPDR TR 50,000.0 $65K NEW $1.30 +14003.8%
976 JCE NUVEEN CORE EQUITY ALPHA FD Financial Services 3,969.0 $65K NEW $16.36 +4.5%
977 NPCT NUVEEN CORE PLUS IMPACT FUND Financial Services 6,404.0 $65K NEW $10.13 -4.4%
978 LVHD LEGG MASON ETF INVT 1,465.0 $64K NEW $44.00 +0.9%
979 SG SWEETGREEN INC Consumer Cyclical 7,305.0 $64K NEW $8.81 -20.7%
980 PHEQ MORGAN STANLEY ETF TRUST 1,833.0 $63K NEW $34.57 +1.7%
Page 49 of 91  ·  1,815 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%