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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 39 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 GBX GREENBRIER COS INC Industrials 424.0 $20K -12.0 -2.8% $46.74 +3.4%
762 FIDELITY COVINGTON TRUST 255.0 $19K -1K -84.9% $74.28
763 TFIN TRIUMPH FINANCIAL INC Financial Services 299.0 $19K -198.0 -39.8% $62.63 +1.3%
764 CARS CARS COM INC Consumer Cyclical 1,529.0 $19K -78.0 -4.8% $12.20 -17.5%
765 MWA MUELLER WTR PRODS INC Industrials 771.0 $18K -31.0 -3.9% $23.82 +8.1%
766 TNA DIREXION SHS ETF TR 400.0 $18K -28.0 -6.5% $45.54 +30.4%
767 BHK BLACKROCK CORE BD TR Financial Services 1,884.0 $18K -2K -51.9% $9.59 -8.5%
768 PGNY PROGYNY INC Healthcare 689.0 $18K -226.0 -24.7% $25.68 -5.2%
769 PSO PEARSON PLC Communication Services 1,253.0 $18K -61.0 -4.6% $14.04 +8.6%
770 ZD ZIFF DAVIS INC Communication Services 497.0 $17K -24.0 -4.6% $35.15 +16.3%
771 CRVL CORVEL CORP Financial Services 257.0 $17K -50.0 -16.3% $67.67 -12.7%
772 MD PEDIATRIX MEDICAL GROUP INC Healthcare 805.0 $17K -32.0 -3.8% $21.39 +6.7%
773 INVX INNOVEX INTERNATIONAL INC Energy 764.0 $17K -54.0 -6.6% $21.87 +35.1%
774 STRA STRATEGIC ED INC Consumer Defensive 208.0 $17K -14.0 -6.3% $80.20 +1.1%
775 TLH ISHARES TR 162.0 $16K -215.0 -57.0% $101.67 -3.8%
776 ACAD ACADIA PHARMACEUTICALS INC Healthcare 615.0 $16K -146.0 -19.2% $26.71 -21.7%
777 BLKB BLACKBAUD INC Technology 254.0 $16K -142.0 -35.9% $63.32 -49.1%
778 HOPE HOPE BANCORP INC Financial Services 1,451.0 $16K -161.0 -10.0% $10.96 +10.1%
779 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 314.0 $16K -7.0 -2.2% $50.48 +16.8%
780 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 597.0 $16K -52.0 -8.0% $26.37 -43.2%
Page 39 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%