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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 58 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WMG WARNER MUSIC GROUP CORP Communication Services 3,738.0 $115K +21.0 +0.6% $30.67 +10.6%
1142 ARCC ARES CAPITAL CORP Financial Services 5,657.0 $114K $20.23 -7.4%
1143 GMAR FIRST TR EXCHNG TRADED FD VI 2,792.0 $114K NEW $40.94 +7.4%
1144 MANH MANHATTAN ASSOCIATES INC Technology 658.0 $114K -133.0 -16.8% $173.31 -22.4%
1145 EEFT EURONET WORLDWIDE INC Technology 1,496.0 $114K +295.0 +24.6% $76.11 -12.6%
1146 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,261.0 $113K +33.0 +2.7% $89.92 +5.2%
1147 NXT NEXTPOWER INC Technology 1,297.0 $113K +33.0 +2.6% $87.11 +38.9%
1148 MP MP MATERIALS CORP Basic Materials 2,235.0 $113K +88.0 +4.1% $50.52 +22.2%
1149 FLOT ISHARES TR 2,220.0 $113K -981.0 -30.6% $50.86 +0.3%
1150 SOXQ INVESCO EXCH TRADED FD TR II 2,010.0 $112K $55.77 +68.9%
1151 VGIT VANGUARD SCOTTSDALE FDS 1,870.0 $112K $59.93 -2.0%
1152 DHS WISDOMTREE TR 1,100.0 $112K $101.82 +10.7%
1153 PNFP PINNACLE FINL PARTNERS INC Financial Services 1,172.0 $112K -83.0 -6.6% $95.41 +1.4%
1154 NOBL PROSHARES TR 1,074.0 $112K $104.07 +3.1%
1155 MMSI MERIT MED SYS INC Healthcare 1,266.0 $112K -71.0 -5.3% $88.14 -27.8%
1156 SOUN SOUNDHOUND AI INC Technology 11,125.0 $111K $9.97 -15.2%
1157 KRC KILROY RLTY CORP Real Estate 2,959.0 $111K -3K -45.9% $37.37 -8.6%
1158 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,462.0 $110K -674.0 -31.6% $75.56 +7.1%
1159 ALLY ALLY FINL INC Financial Services 2,432.0 $110K -554.0 -18.6% $45.29 -5.6%
1160 BN BROOKFIELD CORP Financial Services 2,387.0 $110K +2K +499.8% $45.89 -1.0%
Page 58 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%