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Buck Wealth Strategies’s Phillips Edison & Co PECO Stock Holding History

Buck Wealth Strategies’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 		$52.5K Buy
+1,262
New +$50.4K 0.01% 340
2023
Q4 		– Sell
-1,225
Closed -$41.1K – 272
2023
Q3 		$41.1K Hold
1,225
– – 0.02% 123
2023
Q2 		$41.7K Hold
1,225
– – 0.02% 89
2023
Q1 		$40K Buy
+1,225
New +$40.1K 0.02% 64

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

Buck Wealth Strategies's PECO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 1,262 shares worth $52.5K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in PECO as recently as Q3 2023.

Buck Wealth Strategies first reported a position in PECO in Q1 2023 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Buck Wealth Strategies held 1,262 shares of Phillips Edison & Co worth $52.5K as of Q2 2026.
  • Phillips Edison & Co was a new Buck Wealth Strategies position in Q2 2026.
  • Phillips Edison & Co made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #340 holding.
  • Buck Wealth Strategies first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 4 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.