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Bare Financial Services’s Phillips Edison & Co PECO Stock Holding History

Bare Financial Services’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 		$22.7K Buy
545
+159
+41% +$6.35K 0.01% 231
2026
Q1 		$14.4K Buy
386
+88
+30% +$3.27K ﹤0.01% 193
2025
Q4 		$10.6K Buy
298
+254
+577% +$8.81K ﹤0.01% 227
2025
Q3 		$1.51K Sell
44
-175
-80% -$6.06K ﹤0.01% 893
2025
Q2 		$7.67K Buy
219
+175
+398% +$6.19K ﹤0.01% 263
2025
Q1 		$1.61K Buy
+44
New +$1.59K ﹤0.01% 348

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

Bare Financial Services's PECO Position: Q2 2026 in Review

Bare Financial Services increased its Phillips Edison & Co (PECO) stake by 41% in Q2 2026, buying an estimated $6.35K and bringing the position to 545 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Bare Financial Services first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Bare Financial Services held 545 shares of Phillips Edison & Co worth $22.7K as of Q2 2026.
  • Bare Financial Services bought 159 Phillips Edison & Co shares in Q2 2026, an estimated $6.35K.
  • Phillips Edison & Co made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #231 holding.
  • Bare Financial Services first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.