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

Allworth 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	$324K	Sell	7,782 -169	-2%	-$6.75K	﹤0.01%	1224
2026 Q1	$298K	Buy	7,951 +105	+1%	+$3.9K	﹤0.01%	1187
2025 Q4	$279K	Buy	7,846 +306	+4%	+$10.6K	﹤0.01%	1180
2025 Q3	$259K	Sell	7,540 -34,269	-82%	-$1.19M	﹤0.01%	1166
2025 Q2	$1.46M	Buy	41,809 +33,299	+391%	+$1.18M	0.01%	550
2025 Q1	$300K	Buy	8,510 +6,889	+425%	+$249K	﹤0.01%	828
2024 Q4	$58K	Buy	1,621 +788	+95%	+$30K	﹤0.01%	1505
2024 Q3	$31.4K	Hold	833	–	–	﹤0.01%	1629
2024 Q2	$29.1K	Sell	833 -1,689	-67%	-$55.1K	﹤0.01%	1637
2024 Q1	$90.5K	Sell	2,522 -10	-0.4%	-$353	﹤0.01%	1056
2023 Q4	$92.4K	Hold	2,532	–	–	﹤0.01%	973
2023 Q3	$84.9K	Sell	2,532 -1,230	-33%	-$42.5K	﹤0.01%	939
2023 Q2	$128K	Hold	3,762	–	–	﹤0.01%	806
2023 Q1	$123K	Hold	3,762	–	–	﹤0.01%	788
2022 Q4	$120K	Hold	3,762	–	–	﹤0.01%	766
2022 Q3	$106K	Hold	3,762	–	–	﹤0.01%	750
2022 Q2	$126K	Sell	3,762 -644	-15%	-$21.9K	﹤0.01%	659
2022 Q1	$152K	Buy	+4,406	New	+$145K	﹤0.01%	612

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

Allworth Financial's PECO Position: Q2 2026 in Review

Allworth Financial reduced its Phillips Edison & Co (PECO) stake by 2.1% in Q2 2026, selling an estimated $6.75K and leaving 7,782 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Allworth Financial first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.46M in Q2 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Allworth Financial held 7,782 shares of Phillips Edison & Co worth $324K as of Q2 2026.
Allworth Financial sold 169 Phillips Edison & Co shares in Q2 2026, an estimated $6.75K.
Phillips Edison & Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1224 holding.
Allworth Financial first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
Allworth Financial's Phillips Edison & Co position peaked at $1.46M in Q2 2025.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.