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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 41 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BOH BANK HAWAII CORP Financial Services 180.0 $12K -45.0 -20.0% $68.37 +11.5%
802 DFSV DIMENSIONAL ETF TRUST 349.0 $11K -2K -87.8% $32.89 +10.9%
803 RGTI RIGETTI COMPUTING INC Technology 515.0 $11K -891.0 -63.4% $22.15 -23.3%
804 WD WALKER & DUNLOP INC Financial Services 189.0 $11K -3.0 -1.6% $60.15 -14.4%
805 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 624.0 $11K -84.0 -11.9% $18.15 -15.2%
806 PRG PROG HOLDINGS INC Industrials 380.0 $11K -2.0 -0.5% $29.49 +13.8%
807 ABM ABM INDS INC Industrials 261.0 $11K -238.0 -47.7% $42.30 -5.6%
808 ALEXANDER & BALDWIN INC NEW 533.0 $11K -96.0 -15.3% $20.64
809 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 187.0 $11K -172.0 -47.9% $57.69 +23.6%
810 PPTA PERPETUA RESOURCES CORP Basic Materials 443.0 $11K -250.0 -36.1% $24.21 +13.2%
811 STLA STELLANTIS N.V Consumer Cyclical 976.0 $11K -373.0 -27.6% $10.89 -31.7%
812 WGO WINNEBAGO INDS INC Consumer Cyclical 253.0 $10K -6.0 -2.3% $40.52 -28.6%
813 RH RH Consumer Cyclical 57.0 $10K -84.0 -59.6% $179.16 -32.4%
814 DRH DIAMONDROCK HOSPITALITY CO Real Estate 1,114.0 $10K -145.0 -11.5% $8.96 +15.9%
815 BGC BGC GROUP INC Financial Services 1,116.0 $10K -154.0 -12.1% $8.93 +26.3%
816 FOUR SHIFT4 PMTS INC Technology 154.0 $10K -253.0 -62.2% $62.97 -32.4%
817 CRY ARTIVION INC 212.0 $10K -15.0 -6.6% $45.61 -60.8%
818 IHI ISHARES TR 155.0 $10K -92.0 -37.2% $62.15 -21.2%
819 VLUE ISHARES TR 70.0 $10K -13K -99.5% $136.73 +32.2%
820 TRUP TRUPANION INC Financial Services 252.0 $9K -17.0 -6.3% $37.37 -40.0%
Page 41 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%