Axxcess Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Axxcess Wealth Management’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	$403K	Buy	+9,684	New	+$387K	0.01%	780
2026 Q1	–	Sell	-9,684	Closed	-$344K	–	809
2025 Q4	$344K	Sell	9,684 -1,463	-13%	-$50.8K	0.01%	807
2025 Q3	$383K	Hold	11,147	–	–	0.01%	691
2025 Q2	$390K	Sell	11,147 -2,042	-15%	-$72.2K	0.01%	648
2025 Q1	$481K	Hold	13,189	–	–	0.01%	569
2024 Q4	$494K	Sell	13,189 -206	-2%	-$7.85K	0.01%	549
2024 Q3	$505K	Hold	13,395	–	–	0.01%	545
2024 Q2	$438K	Sell	13,395 -833	-6%	-$27.2K	0.01%	554
2024 Q1	$510K	Sell	14,228 -1,055	-7%	-$37.3K	0.01%	529
2023 Q4	$558K	Sell	15,283 -9,827	-39%	-$344K	0.02%	486
2023 Q3	$842K	Buy	25,110 +17,030	+211%	+$589K	0.03%	351
2023 Q2	$275K	Sell	8,080 -1,147	-12%	-$35.8K	0.02%	469
2023 Q1	$301K	Sell	9,227 -470	-5%	-$15.4K	0.02%	480
2022 Q4	$309K	Hold	9,697	–	–	0.03%	438
2022 Q3	$272K	Hold	9,697	–	–	0.03%	422
2022 Q2	$324K	Hold	9,697	–	–	0.03%	380
2022 Q1	$333K	Buy	+9,697	New	+$318K	0.03%	449

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

Axxcess Wealth Management's PECO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 9,684 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PECO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $842K in Q3 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Axxcess Wealth Management held 9,684 shares of Phillips Edison & Co worth $403K as of Q2 2026.
Phillips Edison & Co was a new Axxcess Wealth Management position in Q2 2026.
Phillips Edison & Co made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #780 holding.
Axxcess Wealth Management first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
Axxcess Wealth Management's Phillips Edison & Co position peaked at $842K in Q3 2023.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.