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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 196 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 LTPZ PIMCO ETF TR 108.0 $5K NEW $50.65 -6.5%
3902 GRAYSCALE XRP TR ETF 270.0 $5K NEW $20.25
3903 DNUT KRISPY KREME INC Consumer Defensive 1,532.0 $5K NEW $3.53 -9.6%
3904 ICL ICL GROUP LTD Basic Materials 1,082.0 $5K +211.0 +24.2% $4.98 +9.0%
3905 CNOB CONNECTONE BANCORP INC Financial Services 161.0 $5K NEW $33.43 -2.6%
3906 ENTA ENANTA PHARMACEUTICALS INC Healthcare 367.0 $5K NEW $14.58 -8.9%
3907 IPI INTREPID POTASH INC Basic Materials 163.0 $5K NEW $32.78 +9.8%
3908 EWK ISHARES INC 197.0 $5K NEW $27.07 -0.2%
3909 OLP ONE LIBERTY PPTYS INC Real Estate 218.0 $5K +15.0 +7.4% $24.42 -1.0%
3910 CODI COMPASS DIVERSIFIED Industrials 497.0 $5K NEW $10.66 +14.0%
3911 SOC SABLE OFFSHORE CORP Energy 1,719.0 $5K NEW $3.08 +31.3%
3912 NRIX NURIX THERAPEUTICS INC Healthcare 218.0 $5K NEW $24.28 +10.4%
3913 ACH ACCENDRA HEALTH INC Healthcare 1,544.0 $5K -13.0 -0.8% $3.42 -69.0%
3914 EWD ISHARES INC 105.0 $5K NEW $49.98 +4.9%
3915 FS SPECIALTY LENDING FD 470.0 $5K -2K -80.3% $11.14
3916 EBS EMERGENT BIOSOLUTIONS INC Healthcare 619.0 $5K NEW $8.38 -44.8%
3917 QUANTINUUM INC 63.0 $5K NEW $81.90
3918 UGE PROSHARES TR 276.0 $5K $18.61 +5.8%
3919 MCB METROPOLITAN BK HLDG CORP Financial Services 52.0 $5K NEW $98.77 -6.2%
3920 JEMA J P MORGAN EXCHANGE TRADED F 80.0 $5K NEW $64.04 -5.1%
Page 196 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%