FIFTH THIRD BANCORP

New 13F: Q3 2026

FIFTH THIRD BANCORP filed its 13F for the quarter ended Sep 30, 2026 on Nov 5, 2026: $20.8B in AI and semiconductor stocks; $241.4M bought and $319.8M sold against its previous quarter, at the quarter's prices.

FIFTH THIRD BANCORP declares $20.1B in 207 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 32.5% of its $61.7B 13F portfolio. Largest positions: NVIDIA (0.05% of the company) and Apple (0.06% of the company). Over time: $20.1B in 207 of these companies for Q2 2026, against $3.2B in 111 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $259.1M and sold $644.4M of these stocks, at the quarter's prices: a net sale of $385.3M; 2 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio FIFTH THIRD BANCORP declared for Q2 2026 (Form 13F), held unchanged, returned +4.1% in Q3 2026 (SMH -7.1%), ranked 809 of 1,785 active managers. Over the last 12 months, quarter after quarter: +25.0% (SMH +87.2%), ranked 923 of 1,360 active managers. Over three years, quarter after quarter: +146.4% (SMH +325.8%), ranked 403 of 784 active managers. Over five years, quarter after quarter: +167.7% (SMH +389.8%), ranked 211 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. NVIDIA (NVDA): $2.6B, 13.2M shares, 0.05% of the company, 4.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Apple (AAPL): $2.6B, 9.0M shares, 0.06% of the company, 4.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Alphabet (GOOGL): $2.5B, 7.0M shares, 0.06% of the company, 4.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $1.7B, 4.5M shares, 0.06% of the company, 2.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Broadcom (AVGO): $1.4B, 3.7M shares, 0.08% of the company, 2.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Amazon (AMZN): $1.4B, 5.7M shares, 0.05% of the company, 2.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. Meta Platforms (META): $644.0M, 1.1M shares, 0.04% of the company, 1.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Caterpillar (CAT): $634.6M, 595,946 shares, 0.13% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
  9. Applied Materials (AMAT): $544.7M, 753,434 shares, 0.09% of the company, 0.88% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Palo Alto Networks (PANW): $498.9M, 1.5M shares, 0.18% of the company, 0.81% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  11. Cisco (CSCO): $402.9M, 3.4M shares, 0.09% of the company, 0.65% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Micron (MU): $344.7M, 298,637 shares, 0.03% of the company, 0.56% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. AMD (AMD): $314.4M, 541,215 shares, 0.03% of the company, 0.51% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Texas Instruments (TXN): $253.2M, 849,532 shares, 0.09% of the company, 0.41% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Lam Research (LRCX): $228.6M, 527,507 shares, 0.04% of the company, 0.37% of its portfolio (added this quarter); held since Q4 2019 or earlier

By sector

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