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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 122 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 BJRI BJS RESTAURANTS INC Consumer Cyclical 56.0 $2K +16.0 +40.0% $39.39 +8.2%
2422 WIX WIX COM LTD Technology 21.0 $2K -3.0 -12.5% $103.90 -47.4%
2423 EWY ISHARES INC 22.0 $2K $97.23 +81.1%
2424 LQDT LIQUIDITY SVCS INC Consumer Cyclical 70.0 $2K +18.0 +34.6% $30.31 +8.7%
2425 RWT REDWOOD TRUST INC Real Estate 378.0 $2K +36.0 +10.5% $5.53 -6.3%
2426 AMTX AEMETIS INC Energy 1,500.0 $2K $1.39 +56.8%
2427 VREX VAREX IMAGING CORP Healthcare 178.0 $2K $11.65 -17.1%
2428 GDEN GOLDEN ENTMT INC Consumer Cyclical 76.0 $2K +64.0 +533.3% $27.18 +5.0%
2429 NBTB NBT BANCORP INC Financial Services 49.0 $2K -12.0 -19.7% $41.51 +6.2%
2430 PRAA PRA GROUP INC Financial Services 115.0 $2K -352.0 -75.4% $17.69 -14.3%
2431 DX DYNEX CAP INC Real Estate 142.0 $2K $14.01 -7.4%
2432 BITO PROSHARES TR 161.0 $2K $12.16 -13.7%
2433 BBD BANCO BRADESCO S A Financial Services 583.0 $2K NEW $3.33 +5.4%
2434 CERT CERTARA INC Healthcare 220.0 $2K -394.0 -64.2% $8.81 -48.2%
2435 FIBK FIRST INTST BANCSYSTEM INC Financial Services 56.0 $2K +2.0 +3.7% $34.61 -1.5%
2436 SPT SPROUT SOCIAL INC Technology 172.0 $2K $11.27 -44.5%
2437 FXI ISHARES TR 50.0 $2K NEW $38.30 -5.6%
2438 QMCO QUANTUM CORP Technology 295.0 $2K $6.45 +23.7%
2439 TMP TOMPKINS FINL CORP Financial Services 26.0 $2K +5.0 +23.8% $72.54 +13.1%
2440 CTO CTO RLTY GROWTH INC NEW Real Estate 102.0 $2K $18.41 +8.5%
Page 122 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%