Advisor OS’s Phillips Edison & Co PECO Stock Holding History

Advisor OS’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	$1M	Hold	24,085	–	–	0.07%	195
2026 Q1	$901K	Buy	+24,085	New	+$895K	0.07%	196

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

Advisor OS's PECO Position: Q2 2026 in Review

Advisor OS held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 24,085 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #195.

Advisor OS first reported a position in PECO in Q1 2026 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Advisor OS held 24,085 shares of Phillips Edison & Co worth $1M as of Q2 2026.
Advisor OS left its Phillips Edison & Co share count unchanged in Q2 2026.
Phillips Edison & Co made up 0.07% of Advisor OS's portfolio in Q2 2026, its #195 holding.
Advisor OS first reported a position in Phillips Edison & Co in Q1 2026 and has held it in 2 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.