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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 83 of 91  ·  1,815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 RMR RMR GROUP INC Real Estate 100.0 $2K NEW $20.53 -0.7%
1642 NBN NORTHEAST BK PORTLAND ME Financial Services 15.0 $2K NEW $136.60 -1.9%
1643 MFIN MEDALLION FINANCIAL CORP Financial Services 200.0 $2K NEW $10.21 +8.7%
1644 BBDC BARINGS BDC INC Financial Services 238.0 $2K NEW $8.52 +10.2%
1645 INHIBRX BIOSCIENCES INC 21.0 $2K NEW $94.76
1646 NUTANIX INC 2,000.0 $2K NEW $0.98
1647 ANGX ANGEL STUDIOS INC. Communication Services 535.0 $2K NEW $3.67 +28.4%
1648 ALARM COM HLDGS INC 2,000.0 $2K NEW $0.95
1649 SVCO SILVACO GROUP INC Technology 137.0 $2K NEW $13.79 -46.7%
1650 TU TELUS CORPORATION Communication Services 178.0 $2K NEW $10.57 -8.3%
1651 BENITEC BIOPHARMA INC 140.0 $2K NEW $13.38
1652 DISC MEDICINE INC 25.0 $2K NEW $73.76
1653 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 145.0 $2K NEW $12.42 -1.6%
1654 UEC URANIUM ENERGY CORP Energy 169.0 $2K NEW $10.66 +4.8%
1655 CCB COASTAL FINL CORP WA Financial Services 23.0 $2K NEW $78.13 -37.4%
1656 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 186.0 $2K NEW $9.60 -4.2%
1657 OPBK OP BANCORP Financial Services 119.0 $2K NEW $14.99 +3.6%
1658 ABEONA THERAPEUTICS INC 288.0 $2K NEW $6.18
1659 ADVANTAGE SOLUTIONS INC 40.0 $2K NEW $43.25
1660 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 96.0 $2K NEW $17.99 +37.7%
Page 83 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 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%