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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 132 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 GSGO GOLDMAN SACHS ETF TR 4,296.0 $193K NEW $45.03 -3.0%
2622 ESML ISHARES TR 3,459.0 $193K NEW $55.92 -1.0%
2623 SMTH ALPS ETF TR 7,486.0 $193K NEW $25.74 -1.7%
2624 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 5,042.0 $192K NEW $38.15 +1.4%
2625 HEDG SERIES PORTFOLIOS TR 6,400.0 $192K NEW $30.00 +2.1%
2626 TORTOISE CAPITAL SERIES TRUS 19,735.0 $192K NEW $9.71
2627 FIDELITY COVINGTON TRUST 2,480.0 $192K +2K +872.5% $77.25
2628 SPBO SPDR SERIES TRUST 6,586.0 $191K +6K +4232.9% $29.04 -2.0%
2629 CEF SPROTT ASSET MANAGEMENT LP Financial Services 4,750.0 $191K $40.23 +17.4%
2630 CVI CVR ENERGY INC Energy 6,931.0 $191K +7K +6564.4% $27.54 +38.1%
2631 MEG ONTERRIS INC Industrials 9,444.0 $191K NEW $20.21 -22.6%
2632 COWG PACER FDS TR 4,745.0 $190K +5K +3063.3% $40.14 -2.1%
2633 AVSC AMERICAN CENTY ETF TR 2,594.0 $190K NEW $73.34 +0.2%
2634 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,595.0 $190K NEW $119.11 -3.6%
2635 PTLO PORTILLOS INC Consumer Cyclical 40,076.0 $190K $4.74 +5.1%
2636 LYG LLOYDS BANKING GROUP PLC Financial Services 32,573.0 $190K +22K +216.2% $5.83 +3.6%
2637 FRI FIRST TR EXCHANGE-TRADED FD 5,989.0 $190K NEW $31.70 +1.7%
2638 IBDY ISHARES TR 7,364.0 $190K NEW $25.75 -1.6%
2639 CHPX GLOBAL X FDS 1,783.0 $190K NEW $106.29 -15.4%
2640 CNXN PC CONNECTION INC Technology 2,589.0 $189K +2K +1498.2% $72.99 +5.1%
Page 132 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%