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Cassaday & Co Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Cassaday & Co Wealth Management’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 		$86.7K Sell
2,083
-68
-3% -$2.72K ﹤0.01% 514
2026
Q1 		$80.5K Buy
+2,151
New +$79.9K ﹤0.01% 508

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

Cassaday & Co Wealth Management's PECO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Phillips Edison & Co (PECO) stake by 3.2% in Q2 2026, selling an estimated $2.72K and leaving 2,083 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Cassaday & Co Wealth Management first reported a position in PECO in Q1 2026 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,083 shares of Phillips Edison & Co worth $86.7K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 68 Phillips Edison & Co shares in Q2 2026, an estimated $2.72K.
  • Phillips Edison & Co made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Cassaday & Co Wealth Management first reported a position in Phillips Edison & Co in Q1 2026 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.