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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 151 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 U UNITY SOFTWARE INC Technology 3,089.0 $88K +3K +10000.0% $28.58 +64.2%
3002 TXG 10X GENOMICS INC Healthcare 2,286.0 $88K NEW $38.34 +69.8%
3003 SHYM BLACKROCK ETF TRUST II 3,898.0 $88K NEW $22.45 -1.6%
3004 EVT EATON VANCE TAX ADVT DIV INC Financial Services 3,159.0 $87K NEW $27.68 +5.2%
3005 DFIC DIMENSIONAL ETF TRUST 2,346.0 $87K +436.0 +22.8% $37.26 +5.8%
3006 MPLX MPLX LP Energy 1,549.0 $87K +50.0 +3.3% $56.33 +3.7%
3007 FAN FIRST TR EXCHANGE-TRADED FD 3,485.0 $87K +2K +166.8% $24.98 -4.5%
3008 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 2,401.0 $87K NEW $36.23 +4.2%
3009 CUBE CUBESMART Real Estate 2,183.0 $87K -136.0 -5.9% $39.77 +2.8%
3010 ALKT ALKAMI TECHNOLOGY INC Technology 4,750.0 $86K +4K +327.2% $18.12 +12.5%
3011 INFL LISTED FDS TR 1,722.0 $86K NEW $49.88 +11.5%
3012 VRCA VERRICA PHARMACEUTICALS INC Healthcare 14,000.0 $86K NEW $6.12 -21.2%
3013 RSPU INVESCO EXCHANGE TRADED FD T 1,056.0 $86K NEW $81.13 -6.3%
3014 LOGI LOGITECH INTL S A Technology 908.0 $85K +150.0 +19.8% $94.04 +2.1%
3015 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 1,035.0 $85K +170.0 +19.6% $82.40 -4.2%
3016 MNA NEW YORK LIFE INVESTMENTS ET 2,337.0 $85K NEW $36.48 +1.1%
3017 PTH INVESCO EXCHANGE TRADED FD T 1,425.0 $85K NEW $59.76 +5.4%
3018 SBRA SABRA HEALTH CARE REIT INC Real Estate 4,352.0 $85K -319.0 -6.8% $19.51 +4.5%
3019 SPTU SPDR SERIES TRUST 3,379.0 $85K NEW $25.08 -0.0%
3020 ODC OIL DRI CORP AMER Basic Materials 825.0 $84K NEW $102.21 -12.0%
Page 151 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%