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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 96 of 132  ·  2,633 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,238.0 $20K NEW $15.85 +2.7%
1902 PSTL POSTAL REALTY TRUST INC Real Estate 1,210.0 $20K $16.14 +45.8%
1903 JJSF J & J SNACK FOODS CORP Consumer Defensive 216.0 $20K +134.0 +163.4% $90.37 -18.4%
1904 KFY KORN FERRY Industrials 294.0 $19K +48.0 +19.5% $66.02 +0.9%
1905 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 380.0 $19K $50.60 -11.3%
1906 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 1,517.0 $19K NEW $12.66 -3.2%
1907 JBBB JANUS DETROIT STR TR 400.0 $19K $47.70 -0.7%
1908 BLV VANGUARD BD INDEX FDS 274.0 $19K NEW $69.52 -2.7%
1909 IYE ISHARES TR 400.0 $19K $47.53 +31.9%
1910 FIDELITY COVINGTON TRUST 255.0 $19K -1K -84.9% $74.28
1911 FFIN FIRST FINL BANKSHARES INC Financial Services 634.0 $19K +40.0 +6.7% $29.87 +7.8%
1912 FBK FB FINL CORP Financial Services 339.0 $19K +21.0 +6.6% $55.80 -5.8%
1913 MGY MAGNOLIA OIL & GAS CORP Energy 863.0 $19K +20.0 +2.4% $21.89 +33.6%
1914 CRBG COREBRIDGE FINL INC Financial Services 626.0 $19K +159.0 +34.0% $30.17 -8.4%
1915 LRN STRIDE INC Consumer Defensive 290.0 $19K +43.0 +17.4% $64.93 +35.0%
1916 FTRE FORTREA HLDGS INC Healthcare 1,090.0 $19K +41.0 +3.9% $17.25 -23.8%
1917 AWR AMER STATES WTR CO Utilities 259.0 $19K +67.0 +34.9% $72.48 +5.3%
1918 GTLB GITLAB INC Technology 500.0 $19K NEW $37.53 -31.7%
1919 SCHY SCHWAB STRATEGIC TR 629.0 $19K $29.82 +9.6%
1920 TFIN TRIUMPH FINANCIAL INC Financial Services 299.0 $19K -198.0 -39.8% $62.63 +4.6%
Page 96 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%