C.M. Bidwell & Associates’s Phillips Edison & Co PECO Stock Holding History

C.M. Bidwell & Associates’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 Q1	$4.23K	Hold	113	–	–	﹤0.01%	341
2025 Q4	$4.02K	Hold	113	–	–	﹤0.01%	353
2025 Q3	$3.88K	Sell	113 -11	-9%	-$381	﹤0.01%	364
2025 Q2	$4.34K	Hold	124	–	–	﹤0.01%	335
2025 Q1	$4.53K	Hold	124	–	–	﹤0.01%	319
2024 Q4	$4.64K	Hold	124	–	–	﹤0.01%	344
2024 Q3	$4.68K	Hold	124	–	–	﹤0.01%	334
2024 Q2	$4.06K	Buy	+124	New	+$4.04K	﹤0.01%	342

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

C.M. Bidwell & Associates's PECO Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 113 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

C.M. Bidwell & Associates first reported a position in PECO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.68K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

C.M. Bidwell & Associates held 113 shares of Phillips Edison & Co worth $4.23K as of Q1 2026.
C.M. Bidwell & Associates left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #341 holding.
C.M. Bidwell & Associates first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 8 quarters since.
C.M. Bidwell & Associates's Phillips Edison & Co position peaked at $4.68K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.