FIFTH THIRD BANCORP

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$31.5B

Total Positions

2,631

New This Quarter

160

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA5.84%

AAPL5.16%

MSFT4.42%

GOOGL3.81%

IVV3.70%

AVGO3.03%

AMZN2.92%

OEF2.78%

JPM2.31%

META1.68%

Other15.59%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX29Q held

Comfort Systems USA Inc

Avg $103.00 · $1.4M est. P&L

Est. P&L

+819.38%

MU29Q held

Micron Technology Inc

Avg $33.15 · $44.4M est. P&L

Est. P&L

+782.73%

BBVA29Q held

BANCO BILBAO VIZCAYA ARGENTA

Avg $3.77 · $2.2M est. P&L

Est. P&L

+521.49%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 2631 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	9.9M	$1.8B	5.8%	—	$112.42	+66.82%	29 qtrs	Decreased 0
AAPL Apple Inc	6M	$1.6B	5.2%	—	$92.71	+194.27%	29 qtrs	Decreased 0
MSFT Microsoft Corp	2.9M	$1.4B	4.4%	—	$114.62	+325.31%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	3.8M	$1.2B	3.8%	—	$95.54	+228.49%	29 qtrs	Decreased 0
IVV ISHARES TR	1.7M	$1.2B	3.7%	—	$269.08	+156.40%	29 qtrs	Decreased 0
AVGO Broadcom Inc	2.8M	$953M	3.0%	—	$156.89	+122.99%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	4M	$918.7M	2.9%	—	$118.79	+95.74%	29 qtrs	Increased 55
OEF ISHARES TR	2.5M	$874.3M	2.8%	—	$182.13	+89.48%	29 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	2.3M	$726.3M	2.3%	—	$89.27	+260.66%	29 qtrs	Decreased 0
META Meta Platforms Inc	800,858	$528.6M	1.7%	—	$269.98	+146.66%	29 qtrs	Increased 51
LLY Eli Lilly & Co	466,067	$500.9M	1.6%	—	$393.39	+174.02%	29 qtrs	Increased 49
MA Mastercard Inc	693,163	$395.7M	1.3%	—	$194.23	+196.84%	29 qtrs	Decreased 0
GOOG Alphabet Inc	1.2M	$370.1M	1.2%	—	$95.06	+230.91%	29 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	564,729	$354.2M	1.1%	—	$267.85	+135.85%	29 qtrs	Decreased 0
ABBV AbbVie Inc	1.5M	$340.7M	1.1%	—	$80.22	+184.11%	29 qtrs	Increased 49
IEFA ISHARES TR	3.6M	$318.4M	1.0%	—	$58.02	+54.90%	29 qtrs	Increased 49
HD Home Depot Inc/The	915,904	$315.2M	1.0%	—	$158.91	+117.95%	29 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	457,285	$311.8M	1.0%	—	$229.87	+198.86%	29 qtrs	Decreased 0
IJH ISHARES TR	4.7M	$308.9M	1.0%	—	$54.52	+22.35%	29 qtrs	Decreased 0
PG Procter & Gamble Co/The	2.1M	$299.7M	1.0%	—	$76.13	+87.88%	29 qtrs	Decreased 0
VXF VANGUARD INDEX FDS	1.4M	$291.5M	0.9%	—	$150.83	+40.00%	29 qtrs	Increased 47
CAT Caterpillar Inc	504,190	$288.8M	0.9%	—	$192.79	+198.79%	29 qtrs	Increased 44
MS Morgan Stanley	1.5M	$272.2M	0.9%	—	$48.34	+268.42%	29 qtrs	Increased 43
BAC Bank of America Corp	4.9M	$271.6M	0.9%	—	$24.10	+129.39%	29 qtrs	Decreased 0
WMT Walmart Inc	2.4M	$267.1M	0.8%	—	$51.24	+118.42%	29 qtrs	Increased 43
Showing 25 of 2,631 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ENVAEnova International Inc

Q1 2024 → Q4 2025+85 shares+$25,277

VSTVistra Corp

Q1 2024 → Q4 2025+89,460 shares+$14.6M

APAAPA Corp

Q1 2024 → Q4 2025+41,587 shares+$855,979

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer