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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SRCE 1ST SOURCE CORP Financial Services 5,667.0 $462K 0.00% -591.0 -9.4% $81.58 +7.7%
82 EGP EASTGROUP PPTYS INC Real Estate 2,176.0 $441K 0.00% -337.0 -13.4% $202.53 +0.5%
83 FMS FRESENIUS MEDICAL CARE AG Healthcare 18,375.0 $415K 0.00% -391.0 -2.1% $22.61 +4.0%
84 FLEX FLEX LTD Technology 2,336.0 $379K 0.00% -2K -40.8% $162.07 -19.8%
85 EVEREST GROUP LTD 1,031.0 $368K 0.00% -204.0 -16.5% $357.23
86 BMO BANK MONTREAL MEDIUM Financial Services 2,026.0 $358K 0.00% -1K -34.4% $176.70 +4.9%
87 TRNO TERRENO RLTY CORP Real Estate 5,292.0 $343K 0.00% -766.0 -12.6% $64.77 +5.3%
88 BUG GLOBAL X FDS 8,765.0 $335K 0.00% -479.0 -5.2% $38.19 +9.7%
89 MLPB UBS AG LONDON BRANCH Financial Services 11,449.0 $330K 0.00% -6K -36.2% $28.80 +7.2%
90 FNDX SCHWAB STRATEGIC TR 9,420.0 $293K -883.0 -8.6% $31.10 +4.5%
91 TECK TECK RESOURCES LTD Basic Materials 4,747.0 $282K -4K -42.9% $59.46 +9.1%
92 CTRE CARETRUST REIT INC Real Estate 6,908.0 $279K -2K -22.7% $40.35 -2.7%
93 UNILEVER PLC 4,615.0 $277K -3K -39.3% $60.12
94 NGG NATIONAL GRID PLC Utilities 3,337.0 $277K -2K -36.7% $82.87 -1.9%
95 GLPI GAMING & LEISURE P Real Estate 6,047.0 $269K -2K -27.9% $44.53 -5.1%
96 ALC ALCON AG Healthcare 3,682.0 $247K -18K -83.3% $67.10 +8.0%
97 TRP TC ENERGY CORP Energy 3,482.0 $231K -873.0 -20.1% $66.29 -4.5%
98 GSK GSK PLC Healthcare 4,192.0 $220K -4K -48.2% $52.42 -4.1%
99 RZG INVESCO EXCHANGE TRADED FD T 2,950.0 $214K -120.0 -3.9% $72.69 -2.9%
100 DEO DIAGEO PLC Consumer Defensive 2,527.0 $203K -2K -47.0% $80.38 +14.2%
Page 5 of 11  ·  216 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%