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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 113 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 NMR NOMURA HLDGS INC Financial Services 820.0 $7K +152.0 +22.8% $8.39 -4.5%
2242 XNCR XENCOR INC Healthcare 449.0 $7K -200.0 -30.8% $15.31 -27.8%
2243 NOG NORTHERN OIL & GAS INC Energy 320.0 $7K -1K -79.5% $21.47 +15.3%
2244 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 100.0 $7K $68.36 -12.8%
2245 IAGG ISHARES TR 136.0 $7K -17.0 -11.1% $50.01 -0.7%
2246 CTS CTS CORP Technology 158.0 $7K +17.0 +12.1% $42.87 +32.8%
2247 CGTX COGNITION THERAPEUTICS INC Healthcare 5,000.0 $7K NEW $1.35 -17.8%
2248 TOLZ PROSHARES TR 124.0 $7K $54.15 +13.6%
2249 STC STEWART INFORMATION SVCS COR Financial Services 95.0 $7K -10.0 -9.5% $70.26 -2.1%
2250 MSEX MIDDLESEX WTR CO Utilities 132.0 $7K -110.0 -45.5% $50.42 +1.3%
2251 UVV UNIVERSAL CORP VA Consumer Defensive 126.0 $7K -39.0 -23.6% $52.75 +3.2%
2252 AVIV AMERICAN CENTY ETF TR 93.0 $7K NEW $71.23 +9.6%
2253 SAFEHOLD INC 482.0 $7K +227.0 +89.0% $13.69
2254 STANDARDAERO INC 229.0 $7K +22.0 +10.6% $28.68
2255 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1,000.0 $6K $6.46 -36.7%
2256 INDL DIREXION SHS ETF TR 113.0 $6K $56.86 -26.3%
2257 PGX INVESCO EXCH TRADED FD TR II 570.0 $6K -17K -96.8% $11.24 -2.9%
2258 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 218.0 $6K -111.0 -33.7% $29.19 +18.6%
2259 ZG ZILLOW GROUP INC Communication Services 93.0 $6K +5.0 +5.7% $68.23 -44.9%
2260 RUM RUMBLE INC Technology 1,000.0 $6K $6.32 +18.7%
Page 113 of 132  ·  2,633 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%