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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 206 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 UEC URANIUM ENERGY CORP Energy 169.0 $2K NEW $10.66 +4.8%
4102 CCB COASTAL FINL CORP WA Financial Services 23.0 $2K NEW $78.13 -37.4%
4103 CPSS CONSUMER PORTFOLIO SVCS INC Financial Services 186.0 $2K NEW $9.60 -4.2%
4104 OPBK OP BANCORP Financial Services 119.0 $2K NEW $14.99 +3.6%
4105 ABEONA THERAPEUTICS INC 288.0 $2K NEW $6.18
4106 RUSHB RUSH ENTERPRISES INC Consumer Cyclical 23.0 $2K +2.0 +9.5% $76.52 +4.8%
4107 GNK GENCO SHIPPING & TRADING LTD Industrials 70.0 $2K +5.0 +7.7% $24.79 +5.8%
4108 ADVANTAGE SOLUTIONS INC 40.0 $2K NEW $43.25
4109 FWRD FORWARD AIR CORP Industrials 128.0 $2K -92.0 -41.8% $13.51 +43.0%
4110 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 96.0 $2K NEW $17.99 +37.7%
4111 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 16.0 $2K $106.25 +2.3%
4112 MPV BARINGS PARTN INVS Financial Services 100.0 $2K NEW $16.84 -0.5%
4113 DGICA DONEGAL GROUP INC Financial Services 89.0 $2K NEW $18.87 -2.1%
4114 CTO CTO RLTY GROWTH INC NEW Real Estate 78.0 $2K -24.0 -23.5% $21.51 +1.8%
4115 SMRT SMARTRENT INC Technology 1,393.0 $2K NEW $1.19 +24.3%
4116 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 35.0 $2K NEW $47.34 -1.3%
4117 SBS COMPANHIA DE SANEAMENTO BASI Utilities 285.0 $2K +229.0 +408.9% $5.78 -20.7%
4118 PARABILIS MEDICINES INC 60.0 $2K NEW $27.35
4119 CLBK COLUMBIA FINL INC Financial Services 76.0 $2K NEW $21.22 -45.0%
4120 RWT REDWOOD TRUST INC Real Estate 340.0 $2K -38.0 -10.1% $4.74 +1.2%
Page 206 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%