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

Bank of Montreal’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 		$729K Buy
17,509
+4,968
+40% +$198K ﹤0.01% 2257
2026
Q1 		$469K Buy
12,541
+1,115
+10% +$41.4K ﹤0.01% 2420
2025
Q4 		$406K Sell
11,426
-229
-2% -$7.95K ﹤0.01% 2417
2025
Q3 		$400K Sell
11,655
-11,356
-49% -$393K ﹤0.01% 2382
2025
Q2 		$806K Sell
23,011
-105,935
-82% -$3.75M ﹤0.01% 2022
2025
Q1 		$4.71M Buy
128,946
+17,613
+16% +$636K ﹤0.01% 1189
2024
Q4 		$4.17M Buy
111,333
+22,033
+25% +$839K ﹤0.01% 1285
2024
Q3 		$3.33M Buy
89,300
+76,706
+609% +$2.74M ﹤0.01% 1484
2024
Q2 		$413K Sell
12,594
-1,514
-11% -$49.4K ﹤0.01% 2517
2024
Q1 		$507K Buy
14,108
+648
+5% +$22.9K ﹤0.01% 2430
2023
Q4 		$500K Buy
13,460
+4,063
+43% +$142K ﹤0.01% 2505
2023
Q3 		$330K Sell
9,397
-11,238
-54% -$389K ﹤0.01% 2739
2023
Q2 		$704K Sell
20,635
-7,468
-27% -$233K ﹤0.01% 2375
2023
Q1 		$917K Buy
+28,103
New +$920K ﹤0.01% 2100
2021
Q4 		– Sell
-8,901
Closed -$276K – 3767
2021
Q3 		$276K Buy
+8,901
New +$261K ﹤0.01% 3178

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

Bank of Montreal's PECO Position: Q2 2026 in Review

Bank of Montreal increased its Phillips Edison & Co (PECO) stake by 40% in Q2 2026, buying an estimated $198K and bringing the position to 17,509 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Bank of Montreal first reported a position in PECO in Q3 2021 and has held it in 15 quarters since. The position peaked at $4.71M in Q1 2025. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Bank of Montreal held 17,509 shares of Phillips Edison & Co worth $729K as of Q2 2026.
  • Bank of Montreal bought 4,968 Phillips Edison & Co shares in Q2 2026, an estimated $198K.
  • Phillips Edison & Co made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2257 holding.
  • Bank of Montreal first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 15 quarters since.
  • Bank of Montreal's Phillips Edison & Co position peaked at $4.71M in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.