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Brighton Jones LLC’s Phillips Edison & Co PECO Stock Holding History

Brighton Jones LLC’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
Q4 		– Sell
-9,103
Closed -$313K – 696
2025
Q3 		$313K Buy
9,103
+1,145
+14% +$39.7K 0.01% 788
2025
Q2 		$279K Buy
+7,958
New +$282K 0.01% 757

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brighton Jones LLC's PECO Position: Q4 2025 in Review

Brighton Jones LLC sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 9,103 shares — an estimated $313K sold.

Brighton Jones LLC first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $313K in Q3 2025. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

  • Brighton Jones LLC reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 9,103 Phillips Edison & Co shares in Q4 2025, an estimated $313K.
  • Brighton Jones LLC first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
  • Brighton Jones LLC's Phillips Edison & Co position peaked at $313K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.