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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 154 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 BIRKENSTOCK HOLDING PLC 1,802.0 $78K -2K -53.0% $43.03
3062 SN SHARKNINJA INC Consumer Cyclical 509.0 $78K NEW $152.27 +18.7%
3063 CNQ CANADIAN NAT RES LTD MED TER Energy 1,958.0 $77K -66.0 -3.3% $39.50 +30.1%
3064 XRT SPDR SERIES TRUST 880.0 $77K NEW $87.74 -0.0%
3065 EVUS ISHARES TR 2,199.0 $77K NEW $35.11 +5.6%
3066 CGO CALAMOS GLOBAL TOTAL RETURN Financial Services 5,643.0 $77K NEW $13.66 -3.7%
3067 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 2,501.0 $77K NEW $30.71 +27.3%
3068 WCN WASTE CONNECTIONS INC Industrials 459.0 $77K +64.0 +16.2% $166.69 +1.6%
3069 MUA BLACKROCK MUNIASSETS FD INC Financial Services 6,941.0 $76K NEW $11.01 -8.8%
3070 TBI TRUEBLUE INC Industrials 10,860.0 $76K NEW $6.97 +52.2%
3071 NPK INTERNATIONAL INC 4,746.0 $76K NEW $15.91
3072 WLFC WILLIS LEASE FIN CORP Industrials 330.0 $76K NEW $228.80 -76.2%
3073 DISV DIMENSIONAL ETF TRUST 1,879.0 $75K +969.0 +106.5% $40.13 +10.9%
3074 JGH NUVEEN GLOBAL HIGH INCOME FD Financial Services 5,923.0 $75K NEW $12.73 -2.8%
3075 INNOVATOR ETFS TRUST 2,640.0 $75K NEW $28.38
3076 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 2,492.0 $75K NEW $30.04 +1.5%
3077 TVTX TRAVERE THERAPEUTICS INC Healthcare 1,314.0 $75K NEW $56.81 +15.7%
3078 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 4,718.0 $74K NEW $15.78 -2.9%
3079 AMH AMERICAN HOMES 4 RENT Real Estate 2,219.0 $74K -8K -78.0% $33.52 +2.5%
3080 EPR PPTYS 2,902.0 $74K -407.0 -12.3% $25.62
Page 154 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%