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Alerus Financial’s Phillips Edison & Co PECO Stock Holding History

Alerus Financial’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 		$6.91K Hold
166
– – ﹤0.01% 406
2026
Q1 		$6.21K Hold
166
– – ﹤0.01% 410
2025
Q4 		$5.91K Hold
166
– – ﹤0.01% 391
2025
Q3 		$5.7K Hold
166
– – ﹤0.01% 425
2025
Q2 		$5.82K Buy
+166
New +$5.87K ﹤0.01% 400

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

Alerus Financial's PECO Position: Q2 2026 in Review

Alerus Financial held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 166 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Alerus Financial first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Alerus Financial held 166 shares of Phillips Edison & Co worth $6.91K as of Q2 2026.
  • Alerus Financial left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #406 holding.
  • Alerus Financial first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.