A&I Financial Services’s Phillips Edison & Co PECO Stock Holding History

A&I Financial Services’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 Q2	$403K	Hold	9,688	–	–	0.18%	57
2026 Q1	$363K	Sell	9,688 -433	-4%	-$16.1K	0.17%	57
2025 Q4	$360K	Sell	10,121 -1,298	-11%	-$45K	0.17%	58
2025 Q3	$390K	Hold	11,419	–	–	0.19%	58
2025 Q2	$400K	Buy	11,419 +433	+4%	+$15.3K	0.23%	55
2025 Q1	$401K	Hold	10,986	–	–	0.27%	50
2024 Q4	$412K	Buy	+10,986	New	+$418K	0.4%	44

Other funds holding PECO

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return