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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
Q2 		$4.7K Hold
113
– – ﹤0.01% 351
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
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 $3.37T AUM 44.26% 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

C.M. Bidwell & Associates's PECO Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 113 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

C.M. Bidwell & Associates first reported a position in PECO in Q2 2024 and has held it in 9 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • C.M. Bidwell & Associates held 113 shares of Phillips Edison & Co worth $4.7K as of Q2 2026.
  • C.M. Bidwell & Associates left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #351 holding.
  • C.M. Bidwell & Associates first reported a position in Phillips Edison & Co in Q2 2024 and has held it in 9 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.