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Ausdal Financial Partners’s Phillips Edison & Co PECO Stock Holding History

Ausdal Financial Partners’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 		$203K Buy
+4,876
New +$195K 0.01% 993
2026
Q1 		– Sell
-5,689
Closed -$202K – 1031
2025
Q4 		$202K Buy
+5,689
New +$197K 0.01% 901
2025
Q1 		– Sell
-8,239
Closed -$309K – 660
2024
Q4 		$309K Buy
8,239
+42
+0.5% +$1.6K 0.03% 442
2024
Q3 		$309K Sell
8,197
-354
-4% -$12.6K 0.03% 405
2024
Q2 		$280K Sell
8,551
-1,398
-14% -$45.6K 0.03% 408
2024
Q1 		$357K Sell
9,949
-1,811
-15% -$64K 0.04% 335
2023
Q4 		$429K Sell
11,760
-683
-5% -$23.9K 0.05% 282
2023
Q3 		$417K Sell
12,443
-4,259
-25% -$147K 0.06% 278
2023
Q2 		$569K Sell
16,702
-29,693
-64% -$927K 0.08% 223
2023
Q1 		$1.51M Buy
46,395
+2,729
+6% +$89.3K 0.21% 121
2022
Q4 		$1.39M Sell
43,666
-2,907
-6% -$89.4K 0.2% 119
2022
Q3 		$1.31M Sell
46,573
-507
-1% -$16.7K 0.21% 119
2022
Q2 		$1.57M Sell
47,080
-2,105
-4% -$71.5K 0.24% 120
2022
Q1 		$1.69M Buy
+49,185
New +$1.61M 0.23% 115

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 $3.38T AUM 44.17% 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

Ausdal Financial Partners's PECO Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 4,876 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in PECO as recently as Q4 2025.

Ausdal Financial Partners first reported a position in PECO in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q1 2022. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Ausdal Financial Partners held 4,876 shares of Phillips Edison & Co worth $203K as of Q2 2026.
  • Phillips Edison & Co was a new Ausdal Financial Partners position in Q2 2026.
  • Phillips Edison & Co made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #993 holding.
  • Ausdal Financial Partners first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 14 quarters since.
  • Ausdal Financial Partners's Phillips Edison & Co position peaked at $1.69M in Q1 2022.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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