Advantage Trust Company’s Phillips Edison & Co PECO Stock Holding History

Advantage Trust Company’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	$141K	Hold	3,386	–	–	0.05%	69
2026 Q1	$127K	Hold	3,386	–	–	0.06%	51
2025 Q4	$120K	Hold	3,386	–	–	0.05%	51
2025 Q3	$116K	Hold	3,386	–	–	0.05%	78
2025 Q2	$119K	Hold	3,386	–	–	0.06%	80
2025 Q1	$124K	Hold	3,386	–	–	0.07%	58
2024 Q4	$127K	Hold	3,386	–	–	0.07%	61
2024 Q3	$128K	Hold	3,386	–	–	0.09%	53
2024 Q2	$111K	Hold	3,386	–	–	0.08%	62
2024 Q1	$121K	Hold	3,386	–	–	0.09%	62
2023 Q4	$124K	Buy	+3,386	New	+$118K	0.1%	63

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFG

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

VAM

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

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

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

CFG

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PDN

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

AWM

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

Advantage Trust Company's PECO Position: Q2 2026 in Review

Advantage Trust Company held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 3,386 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #69.

Advantage Trust Company first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Advantage Trust Company held 3,386 shares of Phillips Edison & Co worth $141K as of Q2 2026.
Advantage Trust Company left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.05% of Advantage Trust Company's portfolio in Q2 2026, its #69 holding.
Advantage Trust Company first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
41 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.