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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 10 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AVUV AMERICAN CENTY ETF TR 408,340.0 $50.9M 0.08% +19K +4.8% $124.76 +2.8%
182 XLE SELECT SECTOR SPDR TR 926,085.0 $49.2M 0.08% +143K +18.2% $53.11 +17.8%
183 AJG GALLAGHER ARTHUR J & CO Financial Services 212,739.0 $48.8M 0.08% +189K +801.2% $229.57 +8.0%
184 DBEF DBX ETF TR 891,377.0 $48.7M 0.08% +882K +8979.0% $54.63 +3.1%
185 FITB FIFTH THIRD BANCORP Financial Services 863,175.0 $48.7M 0.08% +177K +25.8% $56.37 +2.2%
186 NSC NORFOLK SOUTHN CORP Industrials 154,018.0 $48.5M 0.08% +58K +59.6% $314.59 +8.4%
187 IWO ISHARES TR 122,843.0 $48.4M 0.08% +74K +149.0% $393.96 +0.2%
188 CRM SALESFORCE INC Technology 301,881.0 $47.3M 0.08% +72K +31.6% $156.66 +21.9%
189 SHY ISHARES TR 575,332.0 $47.2M 0.08% +284K +97.4% $82.11 -0.1%
190 SNDK SANDISK CORP Technology 20,644.0 $46.9M 0.08% +18K +789.4% $2273.72 -21.4%
191 MCHP MICROCHIP TECHNOLOGY INC. Technology 512,279.0 $46.7M 0.08% +114K +28.7% $91.20 -12.0%
192 MO ALTRIA GROUP INC Consumer Defensive 644,513.0 $46.4M 0.07% +564K +702.5% $71.95 -11.1%
193 PFF ISHARES TR 1,500,970.0 $45.8M 0.07% +271K +22.0% $30.49 +0.5%
194 EWY ISHARES INC 226,269.0 $45.7M 0.07% +226K +10000.0% $201.90 -8.3%
195 SPGP INVESCO EXCHANGE TRADED FD T 370,698.0 $45.3M 0.07% -69K -15.7% $122.29 +4.2%
196 SBUX STARBUCKS CORP Consumer Cyclical 441,836.0 $45.2M 0.07% +205K +86.7% $102.19 +5.6%
197 XLI SELECT SECTOR SPDR TR 243,147.0 $45.0M 0.07% +76K +45.4% $185.23 +0.6%
198 RBC RBC BEARINGS INC Industrials 66,961.0 $43.1M 0.07% +66K +10000.0% $644.07 -13.4%
199 UBER UBER TECHNOLOGIES INC Technology 596,829.0 $43.1M 0.07% +219K +58.0% $72.16 +3.9%
200 CL COLGATE PALMOLIVE CO Consumer Defensive 467,085.0 $42.8M 0.07% +384K +462.8% $91.68 -1.6%
Page 10 of 217  ·  4,336 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%