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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 47 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SUB ISHARES TR 2,600.0 $277K 0.00% -3K -50.4% $106.70 -0.4%
922 FTEC FIDELITY COVINGTON TRUST 1,229.0 $276K 0.00% +1K +514.5% $224.67 +21.7%
923 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 10,800.0 $276K 0.00% $25.52 +8.2%
924 AVAV AEROVIRONMENT INC Industrials 1,139.0 $276K 0.00% -6.0 -0.5% $241.89 -32.6%
925 MHK MOHAWK INDS INC Consumer Cyclical 2,519.0 $275K 0.00% -163.0 -6.1% $109.30 -6.4%
926 QDPL PACER FDS TR 6,473.0 $275K 0.00% NEW $42.48 +7.2%
927 BRC BRADY CORP Industrials 3,508.0 $275K 0.00% -116.0 -3.2% $78.37 +7.9%
928 LII LENNOX INTL INC Industrials 565.0 $274K 0.00% +178.0 +46.0% $485.58 -1.0%
929 SU SUNCOR ENERGY INC NEW Energy 6,035.0 $268K 0.00% +348.0 +6.1% $44.36 +52.9%
930 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,350.0 $267K 0.00% +109.0 +3.4% $79.67 +11.0%
931 NWS NEWS CORP NEW Communication Services 8,853.0 $262K 0.00% $29.63 +1.5%
932 TKO TKO GROUP HOLDINGS INC Communication Services 1,251.0 $261K 0.00% +251.0 +25.1% $209.00 -7.0%
933 UITB VICTORY PORTFOLIOS II 5,460.0 $259K 0.00% +1K +33.7% $47.35 -1.9%
934 RBC RBC BEARINGS INC Industrials 574.0 $257K 0.00% -25.0 -4.2% $448.43 +27.3%
935 CASY CASEYS GEN STORES INC Consumer Cyclical 461.0 $255K 0.00% -9.0 -1.9% $552.71 +49.2%
936 SYNOVUS FINL CORP 5,069.0 $254K 0.00% -98.0 -1.9% $50.05
937 TFX TELEFLEX INCORPORATED Healthcare 2,062.0 $252K 0.00% -21.0 -1.0% $122.04 +10.8%
938 ZS ZSCALER INC Technology 1,118.0 $251K 0.00% +96.0 +9.4% $224.92 -22.4%
939 REGCO REGENCY CTRS CORP Real Estate 3,599.0 $248K 0.00% -489.0 -12.0% $69.03 -66.9%
940 VTWO VANGUARD SCOTTSDALE FDS 2,453.0 $244K 0.00% +428.0 +21.1% $99.52 +14.7%
Page 47 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%