Bank of America
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Bank of America’s Phillips Edison & Co PECO Stock Holding History

Bank of America’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
Q1 		$20.7M Sell
553,777
-74,622
-12% -$2.77M ﹤0.01% 2352
2025
Q4 		$22.4M Buy
628,399
+213,590
+51% +$7.41M ﹤0.01% 2207
2025
Q3 		$14.2M Buy
414,809
+10,978
+3% +$380K ﹤0.01% 2941
2025
Q2 		$14.1M Buy
403,831
+12,206
+3% +$432K ﹤0.01% 2893
2025
Q1 		$14.3M Buy
391,625
+85,487
+28% +$3.09M ﹤0.01% 2795
2024
Q4 		$11.5M Sell
306,138
-28,497
-9% -$1.09M ﹤0.01% 2811
2024
Q3 		$12.6M Buy
334,635
+4,921
+1% +$176K ﹤0.01% 2856
2024
Q2 		$10.8M Sell
329,714
-19,061
-5% -$622K ﹤0.01% 2874
2024
Q1 		$12.5M Buy
348,775
+118,315
+51% +$4.18M ﹤0.01% 2757
2023
Q4 		$8.41M Buy
230,460
+13,946
+6% +$488K ﹤0.01% 3069
2023
Q3 		$7.26M Buy
216,514
+52,666
+32% +$1.82M ﹤0.01% 3044
2023
Q2 		$5.58M Buy
163,848
+87,219
+114% +$2.72M ﹤0.01% 3294
2023
Q1 		$2.5M Buy
76,629
+9,008
+13% +$295K ﹤0.01% 4155
2022
Q4 		$2.15M Buy
67,621
+20,076
+42% +$617K ﹤0.01% 4192
2022
Q3 		$1.33M Sell
47,545
-38,347
-45% -$1.26M ﹤0.01% 4649
2022
Q2 		$2.87M Buy
85,892
+20,727
+32% +$704K ﹤0.01% 3963
2022
Q1 		$2.24M Buy
65,165
+17,853
+38% +$586K ﹤0.01% 4469
2021
Q4 		$1.56M Buy
47,312
+40,866
+634% +$1.31M ﹤0.01% 4804
2021
Q3 		$198K Buy
+6,446
New +$189K ﹤0.01% 6322

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America's PECO Position: Q1 2026 in Review

Bank of America reduced its Phillips Edison & Co (PECO) stake by 12% in Q1 2026, selling an estimated $2.77M and leaving 553,777 shares worth $20.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Bank of America first reported a position in PECO in Q3 2021 and has held it in 19 quarters since. The position peaked at $22.4M in Q4 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Bank of America held 553,777 shares of Phillips Edison & Co worth $20.7M as of Q1 2026.
  • Bank of America sold 74,622 Phillips Edison & Co shares in Q1 2026, an estimated $2.77M.
  • Phillips Edison & Co made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2352 holding.
  • Bank of America first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 19 quarters since.
  • Bank of America's Phillips Edison & Co position peaked at $22.4M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.