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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 156 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 MAIN MAIN STR CAP CORP Financial Services 1,350.0 $70K NEW $51.88 +12.4%
3102 PL PLANET LABS PBC Industrials 2,114.0 $70K NEW $33.13 -32.7%
3103 DMXF ISHARES TR 827.0 $70K NEW $84.60 +2.7%
3104 FRSH FRESHWORKS INC Technology 6,899.0 $70K NEW $10.12 +28.3%
3105 PUTNAM ETF TRUST 5,872.0 $70K -5K -47.8% $11.88
3106 AGO ASSURED GUARANTY LTD Financial Services 869.0 $70K -13.0 -1.5% $80.16 -7.1%
3107 IBTQ ISHARES TR 2,771.0 $70K NEW $25.09 -2.0%
3108 IBTP ISHARES TR 2,736.0 $69K NEW $25.38 -1.7%
3109 GBDC GOLUB CAP BDC INC Financial Services 5,342.0 $69K NEW $12.88 +2.5%
3110 UTWO RBB FD INC 1,434.0 $69K NEW $47.96 +0.1%
3111 NEXT NEXTDECADE CORP Energy 9,120.0 $69K NEW $7.54 -5.6%
3112 CGON CG ONCOLOGY INC Healthcare 959.0 $68K NEW $71.09 +12.3%
3113 BBIN J P MORGAN EXCHANGE TRADED F 873.0 $68K NEW $78.06 +4.1%
3114 THNQ EXCHANGE TRADED CONCEPTS TRU 741.0 $68K NEW $91.21 -0.2%
3115 THMZ LAZARD ACTIVE ETF TR 1,986.0 $67K NEW $33.97 +2.0%
3116 ORN ORION GROUP HLDGS INC Industrials 3,993.0 $67K NEW $16.82 -44.9%
3117 STK COLUMBIA SELIGM PREM TECH GR Financial Services 1,243.0 $67K NEW $53.87 -5.3%
3118 KGC KINROSS GOLD CORP Basic Materials 2,825.0 $67K +946.0 +50.4% $23.62 +38.7%
3119 XHR XENIA HOTELS & RESORTS INC Real Estate 3,275.0 $67K -141.0 -4.1% $20.36 -4.6%
3120 FSTR FOSTER L B CO Industrials 1,476.0 $67K NEW $45.17 -15.7%
Page 156 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%