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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 44 of 49  ·  961 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 ENR ENERGIZER HLDGS INC NEW Industrials 311.0 $6K -207.0 -40.0% $19.89 -16.0%
862 HAFC HANMI FINL CORP Financial Services 223.0 $6K -9.0 -3.9% $27.03 +8.4%
863 KOP KOPPERS HOLDINGS INC Basic Materials 219.0 $6K -17.0 -7.2% $27.08 +56.6%
864 MGEE MGE ENERGY INC Utilities 74.0 $6K -57.0 -43.5% $78.42 -3.4%
865 IONQ IONQ INC Technology 123.0 $6K -233.0 -65.5% $44.87 +28.1%
866 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 418.0 $5K -40.0 -8.7% $12.42 +16.7%
867 MNDY MONDAY COM LTD Technology 33.0 $5K -47.0 -58.8% $147.55 -52.7%
868 UPBOUND GROUP INC 276.0 $5K -45.0 -14.0% $17.56
869 EVTC EVERTEC INC Technology 164.0 $5K -102.0 -38.4% $29.09 -19.6%
870 METALLUS INC 276.0 $5K -20.0 -6.8% $17.16
871 BDN BRANDYWINE RLTY TR Real Estate 1,611.0 $5K -83.0 -4.9% $2.92 +2.4%
872 WKC WORLD KINECT CORPORATION Energy 194.0 $5K -54.0 -21.8% $23.43 +19.7%
873 ENOV ENOVIS CORPORATION Industrials 166.0 $4K -220.0 -57.0% $26.64 -1.9%
874 ACH OWENS & MINOR INC NEW Healthcare 1,557.0 $4K -47.0 -2.9% $2.80 +3.9%
875 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 110.0 $4K -9.0 -7.6% $39.21 +4.0%
876 SAFT SAFETY INS GROUP INC Financial Services 55.0 $4K -25.0 -31.2% $77.91 -8.7%
877 PENG PENGUIN SOLUTIONS INC Technology 218.0 $4K -16.0 -6.8% $19.56 +152.8%
878 ANIP ANI PHARMACEUTICALS INC Healthcare 54.0 $4K -3.0 -5.3% $78.94 -1.2%
879 SCL STEPAN CO Basic Materials 89.0 $4K -121.0 -57.6% $47.36 +6.6%
880 OXM OXFORD INDS INC Consumer Cyclical 122.0 $4K -24.0 -16.4% $34.20 +18.4%
Page 44 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%