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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

A&I Financial Services's PECO Position: Q2 2026 in Review

A&I Financial Services held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 9,688 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #57.

A&I Financial Services first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q4 2024. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • A&I Financial Services held 9,688 shares of Phillips Edison & Co worth $403K as of Q2 2026.
  • A&I Financial Services left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.18% of A&I Financial Services's portfolio in Q2 2026, its #57 holding.
  • A&I Financial Services first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • A&I Financial Services's Phillips Edison & Co position peaked at $412K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.