Cadence Bank’s Phillips Edison & Co PECO Stock Holding History

Cadence Bank’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 Q3	–	Sell	-11,489	Closed	-$402K	–	345
2025 Q2	$402K	Hold	11,489	–	–	0.03%	252
2025 Q1	$419K	Hold	11,489	–	–	0.03%	239
2024 Q4	$430K	Hold	11,489	–	–	0.03%	235
2024 Q3	$433K	Sell	11,489 -1,314	-10%	-$46.9K	0.03%	233
2024 Q2	$419K	Buy	12,803 +1,314	+11%	+$42.9K	0.03%	206
2024 Q1	$412K	Sell	11,489 -1,906	-14%	-$67.4K	0.03%	242
2023 Q4	$489K	Hold	13,395	–	–	0.04%	223
2023 Q3	$449K	Hold	13,395	–	–	0.04%	228
2023 Q2	$457K	Hold	13,395	–	–	0.04%	233
2023 Q1	$437K	Hold	13,395	–	–	0.04%	233
2022 Q4	$426K	Hold	13,395	–	–	0.04%	241
2022 Q3	$375K	Hold	13,395	–	–	0.04%	242
2022 Q2	$448K	Buy	+13,395	New	+$455K	0.06%	138

Other funds holding PECO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cadence Bank's PECO Position: Q3 2025 in Review

Cadence Bank sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 11,489 shares — an estimated $402K sold.

Cadence Bank first reported a position in PECO in Q2 2022 and held it in 13 quarters. The position peaked at $489K in Q4 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

Cadence Bank reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
Cadence Bank sold 11,489 Phillips Edison & Co shares in Q3 2025, an estimated $402K.
Cadence Bank first reported a position in Phillips Edison & Co in Q2 2022 and held it in 13 quarters.
Cadence Bank's Phillips Edison & Co position peaked at $489K in Q4 2023.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Cadence Bank's 13F filing for Q3 2025, filed 13 Nov 2025.