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Portfolio (Quarterly) Guide ↗

FIFTH THIRD BANCORP

· CIK 0000035527
13F Portfolio $61.7B AUM 4,336 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1815 New 2190 Added 216 Reduced 112 Exited
Page 67 of 217  ·  4,336 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IDCC INTERDIGITAL INC Technology 6,431.0 $1.8M 0.00% +6K +911.2% $283.16 +20.9%
1322 GBCI GLACIER BANCORP INC NEW Financial Services 35,292.0 $1.8M 0.00% +34K +2623.2% $51.58 -8.4%
1323 GAMESTOP CORP 82,394.0 $1.8M 0.00% +80K +2824.9% $22.08
1324 VCTR VICTORY CAP HLDGS INC DEL Financial Services 21,566.0 $1.8M 0.00% +20K +1504.6% $84.06 +37.6%
1325 VICR VICOR CORP Technology 4,772.0 $1.8M 0.00% +5K +2507.7% $379.83 -47.2%
1326 IBDT ISHARES TR 71,728.0 $1.8M 0.00% +44K +159.4% $25.25 -0.2%
1327 CRC CALIFORNIA RES CORP Energy 34,243.0 $1.8M 0.00% +34K +5804.0% $52.87 +0.7%
1328 WAL WESTERN ALLIANCE BANCORP Financial Services 21,980.0 $1.8M 0.00% +22K +5261.0% $82.20 -3.1%
1329 GDXJ VANECK ETF TRUST 18,327.0 $1.8M 0.00% NEW $98.25 +35.0%
1330 PRDO PERDOCEO ED CORP Consumer Defensive 56,117.0 $1.8M 0.00% +55K +5685.3% $32.00 +3.2%
1331 CPK CHESAPEAKE UTILS CORP Utilities 14,613.0 $1.8M 0.00% +14K +4028.0% $122.48 +9.5%
1332 EEFT EURONET WORLDWIDE INC Technology 24,445.0 $1.8M 0.00% +23K +1534.0% $73.19 -4.3%
1333 BROS DUTCH BROS INC Consumer Cyclical 24,899.0 $1.8M 0.00% +19K +347.3% $71.81 -30.6%
1334 NTCT NETSCOUT SYS INC Technology 41,054.0 $1.8M 0.00% +41K +9104.9% $43.55 -11.6%
1335 VGLT VANGUARD SCOTTSDALE FDS 32,387.0 $1.8M 0.00% +32K +3687.9% $55.18 -4.4%
1336 PRG PROG HOLDINGS INC Industrials 38,314.0 $1.8M 0.00% +38K +9982.6% $46.61 -16.8%
1337 IRTC IRHYTHM HOLDINGS INC Healthcare 14,977.0 $1.8M 0.00% +15K +10000.0% $118.96 +8.0%
1338 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 168,093.0 $1.8M 0.00% NEW $10.57 -4.9%
1339 IPGP IPG PHOTONICS CORP Technology 15,117.0 $1.8M 0.00% +15K +4594.7% $117.32 -37.6%
1340 AM ANTERO MIDSTREAM CORP Energy 77,709.0 $1.8M 0.00% +74K +2197.7% $22.75 -2.7%
Page 67 of 217  ·  4,336 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 33.4%
Financial Services 14.6%
Healthcare 13.1%
Industrials 10.5%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 3.3%
Utilities 2.3%
Basic Materials 1.8%