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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 30 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SPTS SPDR SERIES TRUST 2,509.0 $73K -811.0 -24.4% $29.28 -1.0%
582 PII POLARIS INC Consumer Cyclical 1,154.0 $73K -46.0 -3.8% $63.25 +2.2%
583 WELLS FARGO CO NEW 60.0 $73K -4.0 -6.2% $1212.00
584 HIMS HIMS & HERS HEALTH INC Healthcare 2,230.0 $72K -194.0 -8.0% $32.47 -22.9%
585 PB PROSPERITY BANCSHARES INC Financial Services 1,016.0 $70K -131.0 -11.4% $69.11 -3.8%
586 HOMB HOME BANCSHARES INC Financial Services 2,517.0 $70K -618.0 -19.7% $27.78 -7.6%
587 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 548.0 $69K -4K -87.7% $125.87 -42.8%
588 STVN STEVANATO GROUP S P A Healthcare 3,423.0 $69K -452.0 -11.7% $20.12 -10.6%
589 SMTC SEMTECH CORP Technology 926.0 $68K -85.0 -8.4% $73.69 +86.8%
590 WTS WATTS WATER TECHNOLOGIES INC Industrials 246.0 $68K -24.0 -8.9% $276.02 +7.5%
591 MORN MORNINGSTAR INC Financial Services 312.0 $68K -72.0 -18.8% $217.31 -21.8%
592 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 3,505.0 $68K -2K -37.7% $19.33 +13.0%
593 CE CELANESE CORP DEL Basic Materials 1,600.0 $68K -333.0 -17.2% $42.28 +31.9%
594 KBH KB HOME Consumer Cyclical 1,175.0 $66K -32.0 -2.6% $56.41 -20.1%
595 UMBF UMB FINL CORP Financial Services 576.0 $66K -18.0 -3.0% $115.04 +8.4%
596 LIBERTY MEDIA CORP DEL 651.0 $64K -36.0 -5.2% $98.51
597 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 501.0 $62K -531.0 -51.5% $124.56 -5.7%
598 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 1,147.0 $62K -2K -58.4% $54.17 -15.2%
599 EMXC ISHARES INC 839.0 $61K -47.0 -5.3% $72.68 +28.7%
600 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 641.0 $61K -89.0 -12.2% $94.62 +10.7%
Page 30 of 49  ·  961 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%