Fifth Third Bancorp filed institutional investment disclosures regarding an increased stake in Phillips 66 during Q1.

The entities involved

• Fifth Third Bancorp →

  American bank holding company

  • Multiple financial firms, including Bank of America, Susquehanna, Fifth Third, and Waverly Advisors, acquired new stakes in the Western Asset Investment Grade Income Fund Inc.Sat 21:51
  • Several financial firms, including Focus Partners Wealth, Spartan Wealth Advisory Services LLC, and others, made buying, selling, and increasing stake moves in the iShares Russell 2500 ETF.Sat 15:30
• Phillips 66 →

  American energy and logistics company

  • Reuters reported on Phillips 66 refinery operations located in Linden, New Jersey.Wed 18:10
  • Valero Energy and Phillips 66 are being discussed in relation to upcoming dividend payouts.Mon 17:15
• Securities and Exchange Commission →

  government agency of the Philippines

  • BlackRock issued the iShares LifePath Target Date 2065 ETF, and the SEC received a disclosure from Citadel Advisors LLC.Sat 19:58
  • NBT Bank N.A. purchased a new position in the Schwab U.S. Aggregate Bond ETF and filed the transaction with the SEC.Sat 17:04

Related events

• A required filing regarding institutional investment activity for the JPMorgan Municipal ETF was made with the Securities and Exchange Commission on August 31, 2026.Aug 31
• Surgery Partners and Fifth Third Bancorp announced increased holdings in company stock, requiring filing with the SEC on September 8, 2026.Sep 9
• SEC filing disclosed institutional investment activity regarding the VanEck Gaming ETF.Oct 15
• The SEC is tracking 13F filings submitted by institutional investors, involving Omnicom Group.Sat 16:05
• Source Capital, Inc. filed required documents with the Securities and Exchange Commission regarding institutional ownership changes.Oct 14