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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 27 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RNR RENAISSANCERE HLDGS LTD Financial Services 5,603.0 $1.6M 0.01% -712.0 -11.3% $281.16 +7.6%
522 ENTG ENTEGRIS INC Technology 18,678.0 $1.6M 0.01% -2K -8.1% $84.25 +51.2%
523 UAL UNITED AIRLS HLDGS INC Industrials 13,995.0 $1.6M 0.01% +572.0 +4.3% $111.82 -14.2%
524 TSCO TRACTOR SUPPLY CO Consumer Cyclical 31,237.0 $1.6M 0.01% +1K +5.0% $50.01 -37.2%
525 NTRS NORTHERN TR CORP Financial Services 11,430.0 $1.6M 0.01% $136.59 +21.0%
526 FIX COMFORT SYS USA INC Industrials 1,669.0 $1.6M 0.01% -73.0 -4.2% $933.29 +96.6%
527 AOS SMITH A O CORP Industrials 23,145.0 $1.5M 0.01% -2K -9.7% $66.88 -15.8%
528 EMN EASTMAN CHEM CO Basic Materials 24,113.0 $1.5M 0.01% -7K -22.7% $63.83 +12.1%
529 PCY INVESCO EXCH TRADED FD TR II 71,015.0 $1.5M 0.01% -413.0 -0.6% $21.66 -2.7%
530 DGX QUEST DIAGNOSTICS INC Healthcare 8,863.0 $1.5M 0.01% -720.0 -7.5% $173.53 +10.5%
531 EXR EXTRA SPACE STORAGE INC Real Estate 11,810.0 $1.5M 0.01% +726.0 +6.5% $130.22 +9.1%
532 DLTR DOLLAR TREE INC Consumer Defensive 12,491.0 $1.5M 0.01% +529.0 +4.4% $123.01 -24.8%
533 JTEK J P MORGAN EXCHANGE TRADED F 17,030.0 $1.5M 0.01% NEW $90.07 +14.0%
534 SAN BANCO SANTANDER SA Financial Services 129,436.0 $1.5M 0.01% +4K +2.8% $11.73 +3.2%
535 GMAB GENMAB A/S Healthcare 48,667.0 $1.5M 0.01% +8K +21.0% $30.80 -12.8%
536 WAB WABTEC Industrials 6,990.0 $1.5M 0.01% +165.0 +2.4% $213.45 +18.9%
537 LVS LAS VEGAS SANDS CORP Consumer Cyclical 22,828.0 $1.5M 0.01% +462.0 +2.1% $65.09 -24.4%
538 IWY ISHARES TR 5,330.0 $1.5M 0.01% -290.0 -5.2% $276.94 +5.4%
539 AME AMETEK INC Industrials 7,149.0 $1.5M 0.01% +63.0 +0.9% $205.31 +8.1%
540 BTI BRITISHAMERN TOB PLC Consumer Defensive 25,896.0 $1.5M 0.01% +4K +18.5% $56.62 +16.3%
Page 27 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%