Abound Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Abound Wealth Management’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 Q1	–	Sell	-9	Closed	-$321	–	1571
2025 Q4	$321	Hold	9	–	–	﹤0.01%	1027
2025 Q3	$309	Sell	9 -201	-96%	-$6.96K	﹤0.01%	1000
2025 Q2	$7.34K	Hold	210	–	–	﹤0.01%	498
2025 Q1	$7.65K	Hold	210	–	–	﹤0.01%	452
2024 Q4	$7.85K	Hold	210	–	–	﹤0.01%	439
2024 Q3	$7.91K	Sell	210 -7	-3%	-$250	﹤0.01%	459
2024 Q2	$7.09K	Hold	217	–	–	﹤0.01%	426
2024 Q1	$7.77K	Hold	217	–	–	﹤0.01%	425
2023 Q4	$7.9K	Buy	217 +16	+8%	+$560	﹤0.01%	415
2023 Q3	$6.73K	Hold	201	–	–	﹤0.01%	400
2023 Q2	$6.84K	Hold	201	–	–	﹤0.01%	415
2023 Q1	$6.55K	Buy	201 +1	+0.5%	+$33	﹤0.01%	348
2022 Q4	$6.35K	Buy	200 +2	+1%	+$61	﹤0.01%	318
2022 Q3	$5.54K	Buy	+198	New	+$6.51K	﹤0.01%	353

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's PECO Position: Q1 2026 in Review

Abound Wealth Management sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 9 shares — an estimated $321 sold.

Abound Wealth Management first reported a position in PECO in Q3 2022 and held it in 14 quarters. The position peaked at $7.91K in Q3 2024. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Abound Wealth Management reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Abound Wealth Management sold 9 Phillips Edison & Co shares in Q1 2026, an estimated $321.
Abound Wealth Management first reported a position in Phillips Edison & Co in Q3 2022 and held it in 14 quarters.
Abound Wealth Management's Phillips Edison & Co position peaked at $7.91K in Q3 2024.
441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.