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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 57 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 UGI UGI CORP NEW Utilities 3,305.0 $124K +25.0 +0.8% $37.43 -6.2%
1122 BRX BRIXMOR PPTY GROUP INC Real Estate 4,707.0 $123K +269.0 +6.1% $26.22 +17.7%
1123 SGU STAR GROUP L P Energy 10,392.0 $123K -2K -19.4% $11.84 +8.4%
1124 MGK VANGUARD WORLD FD 298.0 $123K -53.0 -15.1% $412.77 -78.5%
1125 EL PASO ENERGY CAP TR I 2,500.0 $123K $49.15
1126 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 864.0 $123K +16.0 +1.9% $141.83 +9.6%
1127 BHP BHP GROUP LTD Basic Materials 2,013.0 $122K -28K -93.4% $60.37 +40.7%
1128 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,337.0 $121K +151.0 +12.7% $90.61 +26.8%
1129 CSW INDUSTRIALS INC 412.0 $121K +13.0 +3.3% $293.53
1130 SCI SERVICE CORP INTL Consumer Cyclical 1,551.0 $121K -27.0 -1.7% $77.97 -0.6%
1131 AKRE PROFESIONALLY MANAGED PORTFO 1,840.0 $121K NEW $65.51 -16.8%
1132 BBH TR 7,475.0 $120K NEW $16.12
1133 CGNX COGNEX CORP Technology 3,338.0 $120K -312.0 -8.6% $35.98 +78.6%
1134 DNP DNP SELECT INCOME FD INC Financial Services 11,902.0 $119K -2K -16.0% $9.99 +8.3%
1135 TFLO ISHARES TR 2,332.0 $118K +692.0 +42.2% $50.46 +0.3%
1136 SLG SL GREEN RLTY CORP Real Estate 2,540.0 $117K +2K +255.2% $45.87 -9.6%
1137 BIL SPDR SERIES TRUST 1,272.0 $116K +734.0 +136.4% $91.38 +0.2%
1138 FOCT FIRST TR EXCHNG TRADED FD VI 2,358.0 $116K NEW $48.99 +5.7%
1139 GJUN FIRST TR EXCHNG TRADED FD VI 2,903.0 $115K NEW $39.60 +3.5%
1140 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 9,563.0 $115K -4K -27.7% $12.02 -4.2%
Page 57 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%