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Bell Bank’s Phillips Edison & Co PECO Stock Holding History

Bell Bank’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
2025
Q3 		– Sell
-20,495
Closed -$718K – 208
2025
Q2 		$718K Hold
20,495
– – 0.03% 123
2025
Q1 		$748K Hold
20,495
– – 0.04% 107
2024
Q4 		$768K Hold
20,495
– – 0.06% 111
2024
Q3 		$773K Hold
20,495
– – 0.09% 104
2024
Q2 		$670K Sell
20,495
-1,600
-7% -$52.2K 0.06% 114
2024
Q1 		$793K Hold
22,095
– – 0.07% 111
2023
Q4 		$806K Hold
22,095
– – 0.08% 102
2023
Q3 		$741K Sell
22,095
-15,465
-41% -$535K 0.08% 104
2023
Q2 		$1.28M Sell
37,560
-14,281
-28% -$446K 0.14% 85
2023
Q1 		$1.69M Sell
51,841
-1,979
-4% -$64.8K 0.18% 69
2022
Q4 		$1.71M Buy
53,820
+3,958
+8% +$122K 0.2% 62
2022
Q3 		$1.4M Sell
49,862
-22,685
-31% -$746K 0.18% 73
2022
Q2 		$2.42M Buy
72,547
+8,111
+13% +$275K 0.29% 52
2022
Q1 		$2.22M Buy
+64,436
New +$2.12M 0.25% 58

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return