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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $31.5B AUM 2,633 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 160 New 1040 Added 961 Reduced 189 Exited
Page 21 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GATX GATX CORP Industrials 16,683.0 $2.8M 0.01% -5K -23.0% $169.60 +0.2%
402 STBA S & T BANCORP INC Financial Services 71,769.0 $2.8M 0.01% $39.35 +12.7%
403 HLI HOULIHAN LOKEY INC Financial Services 16,070.0 $2.8M 0.01% -2K -10.1% $174.19 -13.2%
404 WBD WARNER BROS DISCOVERY INC Communication Services 97,090.0 $2.8M 0.01% +11K +12.5% $28.82 -5.7%
405 IEI ISHARES TR 23,220.0 $2.8M 0.01% +564.0 +2.5% $119.35 -2.3%
406 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 33,468.0 $2.7M 0.01% +340.0 +1.0% $82.02 -24.9%
407 ARES ARES MANAGEMENT CORPORATION Financial Services 16,842.0 $2.7M 0.01% -2K -12.7% $161.63 -24.6%
408 HXL HEXCEL CORP NEW Industrials 36,694.0 $2.7M 0.01% -5K -11.5% $73.90 +20.5%
409 ULTA ULTA BEAUTY INC Consumer Cyclical 4,481.0 $2.7M 0.01% -817.0 -15.4% $605.01 -20.3%
410 AMP AMERIPRISE FINL INC Financial Services 5,497.0 $2.7M 0.01% -45.0 -0.8% $490.34 -4.0%
411 PWR QUANTA SVCS INC Industrials 6,386.0 $2.7M 0.01% +170.0 +2.7% $422.06 +70.4%
412 LNT ALLIANT ENERGY CORP Utilities 41,395.0 $2.7M 0.01% +1K +2.7% $65.01 +12.3%
413 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 114,067.0 $2.7M 0.01% -3K -2.3% $23.31 -6.5%
414 O REALTY INCOME CORP Real Estate 46,982.0 $2.6M 0.01% -863.0 -1.8% $56.37 +10.6%
415 CMS CMS ENERGY CORP Utilities 37,768.0 $2.6M 0.01% +986.0 +2.7% $69.93 +4.8%
416 VOX VANGUARD WORLD FD 13,540.0 $2.6M 0.01% +516.0 +4.0% $193.63 +0.8%
417 VYM VANGUARD WHITEHALL FDS 18,238.0 $2.6M 0.01% +3K +16.4% $143.52 +9.0%
418 APOS APOLLO GLOBAL MGMT INC Financial Services 17,950.0 $2.6M 0.01% +843.0 +4.9% $144.76 -82.2%
419 WST WEST PHARMACEUTICAL SVSC INC Healthcare 9,412.0 $2.6M 0.01% -2K -17.1% $275.14 +11.0%
420 MAS MASCO CORP Industrials 40,609.0 $2.6M 0.01% -3K -7.1% $63.46 +1.7%
Page 21 of 132  ·  2,633 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 34.2%
Financial Services 15.4%
Communication Services 10.5%
Healthcare 10.1%
Consumer Cyclical 9.2%
Industrials 9.0%
Consumer Defensive 5.1%
Energy 2.6%
Basic Materials 1.7%
Utilities 1.6%