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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 184 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 NSA NATIONAL STORAGE AFFILIATES Real Estate 306.0 $14K -663.0 -68.4% $44.47 -2.4%
3662 FAD FIRST TR EXCHANGE-TRADED ALP 68.0 $14K NEW $199.97 -5.1%
3663 SOUN SOUNDHOUND AI INC Technology 2,100.0 $14K -9K -81.1% $6.47 +10.7%
3664 XPEV XPENG INC Consumer Cyclical 1,023.0 $14K $13.24 -9.4%
3665 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 1,749.0 $14K +2K +8645.0% $7.74 +7.9%
3666 CZA INVESCO EXCHANGE TRADED FD T 110.0 $14K NEW $122.92 +3.1%
3667 ATLC ATLANTICUS HOLDINGS CORP Financial Services 132.0 $13K NEW $102.25 -3.1%
3668 BSJR INVESCO EXCH TRD SLF IDX FD 600.0 $13K NEW $22.34 +0.3%
3669 DXIV DIMENSIONAL ETF TRUST 191.0 $13K NEW $70.00 +6.2%
3670 DWAS INVESCO EXCH TRADED FD TR II 105.0 $13K NEW $127.31 -9.4%
3671 CDRE CADRE HLDGS INC Industrials 467.0 $13K NEW $28.45 +20.0%
3672 AVO MISSION PRODUCE INC Consumer Defensive 1,124.0 $13K NEW $11.79 +12.1%
3673 VTHR VANGUARD SCOTTSDALE FDS 40.0 $13K NEW $330.80 +2.8%
3674 FNDB SCHWAB STRATEGIC TR 432.0 $13K NEW $30.46 +4.5%
3675 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 164.0 $13K +44.0 +36.7% $80.04 -10.9%
3676 DRS LEONARDO DRS INC Industrials 307.0 $13K NEW $42.67 -0.3%
3677 LANTHEUS HLDGS INC 9,000.0 $13K NEW $1.45
3678 PRAA PRA GROUP INC Financial Services 685.0 $13K +570.0 +495.6% $19.00 +2.3%
3679 VGSR MANAGER DIRECTED PORTFOLIOS 1,139.0 $13K NEW $11.39 +1.4%
3680 SJT SAN JUAN BASIN RTY TR Energy 4,037.0 $13K NEW $3.21 -15.9%
Page 184 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 32.8%
Financial Services 14.4%
Healthcare 12.9%
Industrials 10.3%
Communication Services 8.6%
Consumer Cyclical 8.4%
Consumer Defensive 4.9%
Energy 3.2%
Utilities 2.2%
Basic Materials 1.8%