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

Bright Futures 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	$299K	Buy	+7,195	New	+$287K	0.19%	137

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

Bright Futures Wealth Management's PECO Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 7,195 shares worth $299K. The stake represents 0.19% of the portfolio and ranks #137 among its holdings.

444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Bright Futures Wealth Management held 7,195 shares of Phillips Edison & Co worth $299K as of Q2 2026.
Phillips Edison & Co was a new Bright Futures Wealth Management position in Q2 2026.
Phillips Edison & Co made up 0.19% of Bright Futures Wealth Management's portfolio in Q2 2026, its #137 holding.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.