AB
PECO icon

Amalgamated Bank’s Phillips Edison & Co PECO Stock Holding History

Amalgamated Bank’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 		$1.41M Sell
33,920
-2,261
-6% -$90.3K 0.01% 972
2026
Q1 		$1.35M Sell
36,181
-335
-0.9% -$12.5K 0.01% 959
2025
Q4 		$1.3M Buy
36,516
+363
+1% +$12.6K 0.01% 979
2025
Q3 		$1.24M Buy
36,153
+528
+1% +$18.3K 0.01% 991
2025
Q2 		$1.25M Buy
35,625
+143
+0.4% +$5.06K 0.01% 962
2025
Q1 		$1.29M Sell
35,482
-448
-1% -$16.2K 0.01% 936
2024
Q4 		$1.35M Sell
35,930
-53
-0.1% -$2.02K 0.01% 939
2024
Q3 		$1.36M Sell
35,983
-1,345
-4% -$48K 0.01% 951
2024
Q2 		$1.22M Sell
37,328
-673
-2% -$21.9K 0.01% 980
2024
Q1 		$1.36M Sell
38,001
-7,739
-17% -$273K 0.01% 964
2023
Q4 		$1.67M Sell
45,740
-1,714
-4% -$59.9K 0.01% 976
2023
Q3 		$1.59M Sell
47,454
-793
-2% -$27.4K 0.01% 958
2023
Q2 		$1.64M Buy
48,247
+31,637
+190% +$988K 0.01% 953
2023
Q1 		$542K Sell
16,610
-2,662
-14% -$87.1K ﹤0.01% 1386
2022
Q4 		$614K Buy
19,272
+314
+2% +$9.65K 0.01% 1369
2022
Q3 		$532K Buy
18,958
+847
+5% +$27.8K 0.01% 1402
2022
Q2 		$605K Buy
18,111
+3,614
+25% +$123K 0.01% 1379
2022
Q1 		$499K Buy
+14,497
New +$476K ﹤0.01% 1549

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Amalgamated Bank's PECO Position: Q2 2026 in Review

Amalgamated Bank reduced its Phillips Edison & Co (PECO) stake by 6.2% in Q2 2026, selling an estimated $90.3K and leaving 33,920 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #972.

Amalgamated Bank first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.67M in Q4 2023. 217 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Amalgamated Bank held 33,920 shares of Phillips Edison & Co worth $1.41M as of Q2 2026.
  • Amalgamated Bank sold 2,261 Phillips Edison & Co shares in Q2 2026, an estimated $90.3K.
  • Phillips Edison & Co made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #972 holding.
  • Amalgamated Bank first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Amalgamated Bank's Phillips Edison & Co position peaked at $1.67M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.