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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 49 of 52  ·  1,040 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 NMR NOMURA HLDGS INC Financial Services 820.0 $7K +152.0 +22.8% $8.39 -3.7%
962 CTS CTS CORP Technology 158.0 $7K +17.0 +12.1% $42.87 +43.0%
963 SAFEHOLD INC 482.0 $7K +227.0 +89.0% $13.69
964 STANDARDAERO INC 229.0 $7K +22.0 +10.6% $28.68
965 ZG ZILLOW GROUP INC Communication Services 93.0 $6K +5.0 +5.7% $68.23 -44.5%
966 REX REX AMERICAN RES CORP Basic Materials 194.0 $6K +14.0 +7.8% $32.32 +52.4%
967 ASTRANA HEALTH INC 251.0 $6K +199.0 +382.7% $24.81
968 HTH HILLTOP HOLDINGS INC Financial Services 182.0 $6K +7.0 +4.0% $33.94 +8.5%
969 VRE VERIS RESIDENTIAL INC Real Estate 413.0 $6K +41.0 +11.0% $14.88 +27.4%
970 UPW PROSHARES TR 280.0 $6K +208.0 +288.9% $21.72 +3.0%
971 SNCY SUN CTRY AIRLS HLDGS INC Industrials 422.0 $6K +35.0 +9.0% $14.39 +12.4%
972 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 166.0 $6K +123.0 +286.1% $36.30 -2.2%
973 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 75.0 $6K +8.0 +11.9% $79.83 +7.8%
974 STEL STELLAR BANCORP INC Financial Services 192.0 $6K +17.0 +9.7% $30.94 +18.2%
975 LOGO TIDAL TRUST III 275.0 $6K +237.0 +623.7% $20.97 -1.7%
976 UTL UNITIL CORP Utilities 119.0 $6K +6.0 +5.3% $48.44 +5.4%
977 FBNC FIRST BANCORP N C Financial Services 111.0 $6K +1.0 +0.9% $50.79 +14.4%
978 ASTE ASTEC INDS INC Industrials 130.0 $6K +12.0 +10.2% $43.32 +8.6%
979 CSR CENTERSPACE Real Estate 83.0 $6K +5.0 +6.4% $66.72 +1.7%
980 ASCE ALLSPRING EXCHANGE TRADED FU 205.0 $6K +177.0 +632.1% $26.83 +17.5%
Page 49 of 52  ·  1,040 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%