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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 67 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WELLS FARGO CO NEW 60.0 $73K -4.0 -6.2% $1212.00
1322 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1,163.0 $73K +624.0 +115.8% $62.46 -6.9%
1323 HIMS HIMS & HERS HEALTH INC Healthcare 2,230.0 $72K -194.0 -8.0% $32.47 -26.1%
1324 FLR FLUOR CORP NEW Industrials 1,814.0 $72K +56.0 +3.2% $39.63 +12.5%
1325 RRC RANGE RES CORP Energy 2,023.0 $71K +18.0 +0.9% $35.26 +19.3%
1326 CADENCE BANK 1,657.0 $71K +48.0 +3.0% $42.84
1327 FNCL FIDELITY COVINGTON TRUST 911.0 $71K +437.0 +92.2% $77.74 -5.1%
1328 SANM SANMINA CORPORATION Technology 471.0 $71K +22.0 +4.9% $150.07 +54.0%
1329 CARG CARGURUS INC Consumer Cyclical 1,841.0 $71K +159.0 +9.4% $38.35 -28.0%
1330 ISRA VANECK ETF TRUST 1,200.0 $71K $58.80 +16.8%
1331 PB PROSPERITY BANCSHARES INC Financial Services 1,016.0 $70K -131.0 -11.4% $69.11 +0.0%
1332 AUB ATLANTIC UN BANKSHARES CORP Financial Services 1,985.0 $70K +110.0 +5.9% $35.30 +6.7%
1333 HOMB HOME BANCSHARES INC Financial Services 2,517.0 $70K -618.0 -19.7% $27.78 -4.2%
1334 FENI FIDELITY COVINGTON TRUST 1,904.0 $70K NEW $36.58 +9.5%
1335 FNDC SCHWAB STRATEGIC TR 1,563.0 $70K NEW $44.55 +11.9%
1336 ELAN ELANCO ANIMAL HEALTH INC Healthcare 3,069.0 $69K +169.0 +5.8% $22.63 -5.8%
1337 FCN FTI CONSULTING INC Industrials 406.0 $69K +21.0 +5.5% $170.83 -10.3%
1338 DFEM DIMENSIONAL ETF TRUST 2,096.0 $69K NEW $33.08 +19.8%
1339 WCN WASTE CONNECTIONS INC Industrials 395.0 $69K +206.0 +109.0% $175.36 -10.5%
1340 CYTK CYTOKINETICS INC Healthcare 1,090.0 $69K +18.0 +1.7% $63.54 +22.9%
Page 67 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%