Acorn Financial Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Acorn Financial Advisory 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	$367K	Sell	8,827 -442	-5%	-$17.7K	0.05%	160
2026 Q1	$347K	Sell	9,269 -62	-0.7%	-$2.3K	0.05%	154
2025 Q4	$332K	Sell	9,331 -1,921	-17%	-$66.7K	0.05%	153
2025 Q3	$386K	Hold	11,252	–	–	0.06%	134
2025 Q2	$394K	Sell	11,252 -2,760	-20%	-$97.6K	0.06%	128
2025 Q1	$511K	Sell	14,012 -452	-3%	-$16.3K	0.09%	106
2024 Q4	$542K	Buy	14,464 +13	+0.1%	+$495	0.09%	108
2024 Q3	$545K	Sell	14,451 -986	-6%	-$35.2K	0.1%	100
2024 Q2	$505K	Hold	15,437	–	–	0.09%	105
2024 Q1	$554K	Hold	15,437	–	–	0.1%	98
2023 Q4	$563K	Hold	15,437	–	–	0.1%	124
2023 Q3	$518K	Hold	15,437	–	–	0.09%	129
2023 Q2	$526K	Hold	15,437	–	–	0.09%	123
2023 Q1	$504K	Hold	15,437	–	–	0.1%	120
2022 Q4	$492K	Hold	15,437	–	–	0.1%	119
2022 Q3	$433K	Sell	15,437 -1,939	-11%	-$63.7K	0.1%	131
2022 Q2	$581K	Hold	17,376	–	–	0.14%	102
2022 Q1	$598K	Buy	+17,376	New	+$570K	0.12%	115

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorn Financial Advisory Services's PECO Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Phillips Edison & Co (PECO) stake by 4.8% in Q2 2026, selling an estimated $17.7K and leaving 8,827 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #160.

Acorn Financial Advisory Services first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $598K in Q1 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Acorn Financial Advisory Services held 8,827 shares of Phillips Edison & Co worth $367K as of Q2 2026.
Acorn Financial Advisory Services sold 442 Phillips Edison & Co shares in Q2 2026, an estimated $17.7K.
Phillips Edison & Co made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #160 holding.
Acorn Financial Advisory Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
Acorn Financial Advisory Services's Phillips Edison & Co position peaked at $598K in Q1 2022.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.