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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 126 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 EGBN EAGLE BANCORP INC MD Financial Services 54.0 $1K -144.0 -72.7% $21.43 +17.0%
2502 LIBERTY GLOBAL LTD 103.0 $1K NEW $11.14
2503 KW KENNEDY-WILSON HOLDINGS INC Real Estate 116.0 $1K +6.0 +5.5% $9.67 +13.8%
2504 VIRTUS DIVIDEND INTEREST & P 87.0 $1K NEW $12.89
2505 PWP PERELLA WEINBERG PARTNERS Financial Services 64.0 $1K -8.0 -11.1% $17.30 +6.4%
2506 NUS NU SKIN ENTERPRISES INC Consumer Defensive 115.0 $1K $9.62 -34.7%
2507 ENIC ENEL CHILE S.A. Utilities 272.0 $1K NEW $4.02 +7.8%
2508 LIFECORE BIOMEDICAL INC 131.0 $1K $8.18
2509 GRFS GRIFOLS S A Healthcare 114.0 $1K $9.35 -16.7%
2510 UVE UNIVERSAL INS HLDGS INC Financial Services 31.0 $1K $33.81 +15.5%
2511 GOGO GOGO INC Communication Services 216.0 $1K -489.0 -69.4% $4.66 -12.9%
2512 TNET TRINET GROUP INC Industrials 17.0 $1K $59.12 -32.9%
2513 EDV VANGUARD WORLD FD 15.0 $975.0 $65.00 -5.4%
2514 NIQ GLOBAL INTELLIGENCE PLC 59.0 $973.0 $16.49
2515 FBRT FRANKLIN BSP RLTY TR INC Real Estate 97.0 $973.0 +21.0 +27.6% $10.03 -9.1%
2516 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 29.0 $932.0 $32.14 -3.5%
2517 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 95.0 $917.0 NEW $9.65 +31.3%
2518 ALT ALTIMMUNE INC Healthcare 250.0 $903.0 $3.61 -21.1%
2519 ADV ADVANTAGE SOLUTIONS INC Communication Services 1,000.0 $880.0 $0.88 +3808.0%
2520 OXLC OXFORD LANE CAP CORP Financial Services 60.0 $878.0 NEW $14.63 -29.5%
Page 126 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%