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Certior Financial Group’s Phillips Edison & Co PECO Stock Holding History

Certior Financial Group’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 		$903K Sell
21,700
-2,173
-9% -$86.8K 0.49% 47
2026
Q1 		$893K Sell
23,873
-1,638
-6% -$60.9K 0.57% 40
2025
Q4 		$907K Sell
25,511
-720
-3% -$25K 0.61% 41
2025
Q3 		$901K Sell
26,231
-3,243
-11% -$112K 0.6% 41
2025
Q2 		$1.03M Sell
29,474
-1,664
-5% -$58.9K 0.77% 32
2025
Q1 		$1.14M Sell
31,138
-2,721
-8% -$98.3K 0.92% 30
2024
Q4 		$1.27M Buy
+33,859
New +$1.29M 1.1% 27

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

Certior Financial Group's PECO Position: Q2 2026 in Review

Certior Financial Group reduced its Phillips Edison & Co (PECO) stake by 9.1% in Q2 2026, selling an estimated $86.8K and leaving 21,700 shares worth $903K. The position accounts for 0.49% of the portfolio, ranked #47.

Certior Financial Group first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Certior Financial Group held 21,700 shares of Phillips Edison & Co worth $903K as of Q2 2026.
  • Certior Financial Group sold 2,173 Phillips Edison & Co shares in Q2 2026, an estimated $86.8K.
  • Phillips Edison & Co made up 0.49% of Certior Financial Group's portfolio in Q2 2026, its #47 holding.
  • Certior Financial Group first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • Certior Financial Group's Phillips Edison & Co position peaked at $1.27M in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.