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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 27 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FLOT ISHARES TR 2,220.0 $113K -981.0 -30.6% $50.86 +0.2%
522 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,172.0 $112K -83.0 -6.6% $95.41 -1.5%
523 MMSI MERIT MED SYS INC Healthcare 1,266.0 $112K -71.0 -5.3% $88.14 -30.4%
524 KRC KILROY RLTY CORP Real Estate 2,959.0 $111K -3K -45.9% $37.37 -8.1%
525 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,462.0 $110K -674.0 -31.6% $75.56 +5.5%
526 ALLY ALLY FINL INC Financial Services 2,432.0 $110K -554.0 -18.6% $45.29 -7.0%
527 SPHD INVESCO EXCH TRADED FD TR II 2,266.0 $109K -265.0 -10.5% $48.00 +3.5%
528 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 989.0 $108K -131.0 -11.7% $109.61 -28.4%
529 UBS UBS GROUP AG Financial Services 2,293.0 $106K -110.0 -4.6% $46.31 -1.7%
530 PACS PACS GROUP INC Financial Services 2,740.0 $105K -326.0 -10.6% $38.39 -2.4%
531 VIRT VIRTU FINL INC Financial Services 3,153.0 $105K -467.0 -12.9% $33.32 +63.5%
532 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 1,475.0 $104K -239.0 -13.9% $70.53 -11.3%
533 CR CRANE COMPANY Industrials 562.0 $104K -3.0 -0.5% $184.43 -6.8%
534 BL BLACKLINE INC Technology 1,857.0 $103K -40.0 -2.1% $55.29 -46.1%
535 MSA MSA SAFETY INC Industrials 638.0 $102K -69.0 -9.8% $160.14 +6.9%
536 EXP EAGLE MATLS INC Basic Materials 491.0 $101K -30.0 -5.8% $206.68 -5.8%
537 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,336.0 $101K -199.0 -13.0% $75.91 -31.4%
538 APLE APPLE HOSPITALITY REIT INC Real Estate 8,544.0 $101K -676.0 -7.3% $11.85 +18.9%
539 SEIC SEI INVTS CO Financial Services 1,226.0 $101K -89.0 -6.8% $82.02 +10.4%
540 JHMM JOHN HANCOCK EXCHANGE TRADED 1,525.0 $100K -389.0 -20.3% $65.48 +8.5%
Page 27 of 49  ·  961 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%