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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 205 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 RSPF INVESCO EXCHANGE TRADED FD T 27.0 $2K NEW $77.15 +9.3%
4082 RMR RMR GROUP INC Real Estate 100.0 $2K NEW $20.53 -0.7%
4083 NBN NORTHEAST BK PORTLAND ME Financial Services 15.0 $2K NEW $136.60 -1.9%
4084 MFIN MEDALLION FINANCIAL CORP Financial Services 200.0 $2K NEW $10.21 +8.7%
4085 PMT PENNYMAC MTG INVT TR Real Estate 181.0 $2K -238.0 -56.8% $11.28 -14.7%
4086 ASIX ADVANSIX INC Basic Materials 102.0 $2K -30.0 -22.7% $19.88 -16.0%
4087 BBDC BARINGS BDC INC Financial Services 238.0 $2K NEW $8.52 +10.2%
4088 INHIBRX BIOSCIENCES INC 21.0 $2K NEW $94.76
4089 NUTANIX INC 2,000.0 $2K NEW $0.98
4090 ANGX ANGEL STUDIOS INC. Communication Services 535.0 $2K NEW $3.67 +28.4%
4091 SWBI SMITH & WESSON BRANDS INC Industrials 129.0 $2K +94.0 +268.6% $15.04 -5.9%
4092 ALARM COM HLDGS INC 2,000.0 $2K NEW $0.95
4093 SVCO SILVACO GROUP INC Technology 137.0 $2K NEW $13.79 -46.7%
4094 TU TELUS CORPORATION Communication Services 178.0 $2K NEW $10.57 -8.3%
4095 BENITEC BIOPHARMA INC 140.0 $2K NEW $13.38
4096 PUK PRUDENTIAL PLC Financial Services 69.0 $2K +20.0 +40.8% $26.81 +5.1%
4097 DISC MEDICINE INC 25.0 $2K NEW $73.76
4098 RC READY CAPITAL CORP Real Estate 1,030.0 $2K -4K -78.6% $1.75 -2.9%
4099 BRISTOL-MYERS SQUIBB CO 20,000.0 $2K $0.09
4100 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 145.0 $2K NEW $12.42 -1.6%
Page 205 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%