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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 52 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 UNM UNUM GROUP Financial Services 2,238.0 $173K 0.00% +45.0 +2.0% $77.50 +8.2%
1022 EFAV ISHARES TR 2,000.0 $172K 0.00% NEW $86.25 +6.8%
1023 WTRG ESSENTIAL UTILS INC Utilities 4,469.0 $171K 0.00% +1K +43.2% $38.36 -4.7%
1024 IXP ISHARES TR 1,413.0 $171K 0.00% $121.22 +1.9%
1025 BURL BURLINGTON STORES INC Consumer Cyclical 585.0 $169K 0.00% +35.0 +6.4% $288.85 +9.4%
1026 PEBO PEOPLES BANCORP INC Financial Services 5,625.0 $169K 0.00% $30.03 +15.3%
1027 FXF INVESCO CURRENCYSHARES SWISS Financial Services 1,500.0 $167K 0.00% $111.60 +0.5%
1028 RZG INVESCO EXCHANGE TRADED FD T 3,070.0 $167K 0.00% -89.0 -2.8% $54.38 +16.3%
1029 STIP ISHARES TR 1,612.0 $165K 0.00% +632.0 +64.5% $102.39 +0.9%
1030 CNA CNA FINL CORP Financial Services 3,457.0 $165K 0.00% $47.74 -7.1%
1031 HSIC HENRY SCHEIN INC Healthcare 2,170.0 $164K 0.00% -791.0 -26.7% $75.58 -2.8%
1032 CVNA CARVANA CO Consumer Cyclical 388.0 $164K 0.00% +337.0 +660.8% $422.02 -84.7%
1033 AXGN AXOGEN INC Healthcare 5,000.0 $164K 0.00% $32.73 +26.2%
1034 IXJ ISHARES TR 1,680.0 $164K 0.00% $97.40 -3.4%
1035 GWRE GUIDEWIRE SOFTWARE INC Technology 814.0 $164K 0.00% +48.0 +6.3% $201.01 -32.5%
1036 S SENTINELONE INC Technology 10,872.0 $163K 0.00% $15.00 +19.8%
1037 ERIE ERIE INDTY CO Financial Services 568.0 $163K 0.00% +129.0 +29.4% $286.65 -21.6%
1038 SCHC SCHWAB STRATEGIC TR 3,566.0 $162K 0.00% +965.0 +37.1% $45.53 +10.3%
1039 CBFV CB FINL SVCS INC Financial Services 4,650.0 $162K 0.00% $34.86 -1.1%
1040 SPEM SPDR INDEX SHS FDS 3,454.0 $162K 0.00% +2K +104.3% $46.81 +9.1%
Page 52 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%