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Avion Wealth’s Phillips Edison & Co PECO Stock Holding History

Avion Wealth’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 		$1K Hold
30
– – ﹤0.01% 1306
2026
Q1 		$1K Hold
30
– – ﹤0.01% 1106
2025
Q4 		$1K Buy
30
+15
+100% +$521 ﹤0.01% 1106
2025
Q3 		$0 Buy
+15
New +$520 ﹤0.01% 1459
2023
Q4 		– Sell
-15
Closed – – 1279
2023
Q3 		$0 Buy
+15
New +$519 ﹤0.01% 1101

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

Avion Wealth's PECO Position: Q2 2026 in Review

Avion Wealth held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Avion Wealth first reported a position in PECO in Q3 2023 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Avion Wealth held 30 shares of Phillips Edison & Co worth $1K as of Q2 2026.
  • Avion Wealth left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1306 holding.
  • Avion Wealth first reported a position in Phillips Edison & Co in Q3 2023 and has held it in 5 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.