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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 124 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 EWZ ISHARES INC 50.0 $2K $31.78 +14.1%
2462 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 40.0 $2K $39.30 -28.9%
2463 QCLN FIRST TR EXCHANGE-TRADED FD 35.0 $2K $44.60 +37.2%
2464 AVPT AVEPOINT INC Technology 111.0 $2K $13.89 -28.5%
2465 HEFA ISHARES TR 37.0 $2K $41.35 +7.2%
2466 PUK PRUDENTIAL PLC Financial Services 49.0 $2K -138.0 -73.8% $31.12 +1.1%
2467 TWI TITAN INTL INC ILL Industrials 194.0 $2K -155.0 -44.4% $7.83 -0.6%
2468 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 16.0 $2K $94.69 +10.8%
2469 MCHI ISHARES TR 25.0 $2K $60.08 -5.7%
2470 GO GROCERY OUTLET HLDG CORP Consumer Defensive 148.0 $1K -255.0 -63.3% $10.10 -24.1%
2471 GFI GOLD FIELDS LTD Basic Materials 34.0 $1K +14.0 +70.0% $43.65 +1.1%
2472 SRAD SPORTRADAR GROUP AG Technology 62.0 $1K -13K -99.5% $23.77 -46.6%
2473 BRISTOL-MYERS SQUIBB CO 20,000.0 $1K $0.07
2474 BOKF BOK FINL CORP Financial Services 12.0 $1K $118.50 +6.6%
2475 OMF ONEMAIN HLDGS INC Financial Services 21.0 $1K $67.57 -20.2%
2476 WPP WPP PLC NEW Communication Services 63.0 $1K +21.0 +50.0% $22.46 -23.3%
2477 ULCC FRONTIER GROUP HLDGS INC Industrials 300.0 $1K -2K -87.7% $4.71 +3.0%
2478 SBSI SOUTHSIDE BANCSHARES INC Financial Services 46.0 $1K +4.0 +9.5% $30.39 +6.6%
2479 AHCO ADAPTHEALTH CORP Healthcare 140.0 $1K +56.0 +66.7% $9.96 +7.1%
2480 NRIM NORTHRIM BANCORP INC Financial Services 52.0 $1K $26.62 -11.7%
Page 124 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%