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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 82 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 GRW TCW ETF TRUST 1,146.0 $36K $31.11 -1.6%
1622 INFY INFOSYS LTD Technology 2,000.0 $36K $17.82 -29.1%
1623 IMCG ISHARES TR 446.0 $36K $79.84 +13.4%
1624 SCHR SCHWAB STRATEGIC TR 1,417.0 $36K +875.0 +161.4% $25.08 -2.0%
1625 BMI BADGER METER INC Technology 203.0 $35K +65.0 +47.1% $174.41 -31.1%
1626 JPEF J P MORGAN EXCHANGE TRADED F 473.0 $35K $74.69 +6.7%
1627 YELP YELP INC Communication Services 1,159.0 $35K +479.0 +70.4% $30.39 -26.1%
1628 FNWD FINWARD BANCORP Financial Services 1,000.0 $35K $35.19 -8.6%
1629 UNFI UNITED NAT FOODS INC Consumer Defensive 1,044.0 $35K +7.0 +0.7% $33.67 +49.6%
1630 AGM FEDERAL AGRIC MTG CORP Financial Services 200.0 $35K $175.57 +0.8%
1631 EMB ISHARES TR 363.0 $35K -21.0 -5.5% $96.28 -1.3%
1632 STEP STEPSTONE GROUP INC Financial Services 544.0 $35K +201.0 +58.6% $64.17 -19.0%
1633 MLPX GLOBAL X FDS 575.0 $35K $60.53 +26.4%
1634 UTG REAVES UTIL INCOME FD Financial Services 950.0 $35K $36.58 +15.0%
1635 XRAY DENTSPLY SIRONA INC Healthcare 3,040.0 $35K -27K -89.9% $11.43 -13.9%
1636 NPO ENPRO INC Industrials 162.0 $35K +11.0 +7.3% $214.13 +41.4%
1637 DISV DIMENSIONAL ETF TRUST 910.0 $35K -347.0 -27.6% $38.00 +11.1%
1638 UNF UNIFIRST CORP MASS Industrials 179.0 $35K -52.0 -22.5% $192.90 +37.0%
1639 ARMOUR RESIDENTIAL REIT INC 1,951.0 $35K +95.0 +5.1% $17.69
1640 WAL WESTERN ALLIANCE BANCORP Financial Services 410.0 $34K +71.0 +20.9% $84.07 -8.4%
Page 82 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%