Superior Planning, LLC’s Phillips Edison & Co PECO Stock Holding History

Superior Planning, LLC’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$67.2K	Buy	+1,800	New	+$72.5K	0.03%	299

Other funds holding PECO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's PECO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Phillips Edison & Co (PECO) in Q3 2026: 1,800 shares worth $67.2K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings.

286 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

Superior Planning, LLC held 1,800 shares of Phillips Edison & Co worth $67.2K as of Q3 2026.
Phillips Edison & Co was a new Superior Planning, LLC position in Q3 2026.
Phillips Edison & Co made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #299 holding.
286 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.