Clark Capital Management Group’s Phillips Edison & Co PECO Stock Holding History

Clark Capital Management 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 Q1	$212K	Hold	5,675	–	–	﹤0.01%	507
2025 Q4	$202K	Buy	+5,675	New	+$197K	﹤0.01%	492
2025 Q2	–	Sell	-5,675	Closed	-$207K	–	460
2025 Q1	$207K	Sell	5,675 -5,175	-48%	-$187K	﹤0.01%	417
2024 Q4	$406K	Hold	10,850	–	–	﹤0.01%	346
2024 Q3	$409K	Hold	10,850	–	–	﹤0.01%	343
2024 Q2	$355K	Buy	+10,850	New	+$354K	﹤0.01%	339
2024 Q1	–	Sell	-10,456	Closed	-$381K	–	424
2023 Q4	$381K	Hold	10,456	–	–	﹤0.01%	331
2023 Q3	$351K	Hold	10,456	–	–	﹤0.01%	302
2023 Q2	$356K	Hold	10,456	–	–	﹤0.01%	306
2023 Q1	$341K	Hold	10,456	–	–	﹤0.01%	308
2022 Q4	$333K	Hold	10,456	–	–	﹤0.01%	318
2022 Q3	$293K	Buy	+10,456	New	+$344K	﹤0.01%	314

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

Clark Capital Management Group's PECO Position: Q1 2026 in Review

Clark Capital Management Group held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 5,675 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Clark Capital Management Group first reported a position in PECO in Q3 2022 and has held it in 12 quarters since. The position peaked at $409K in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Clark Capital Management Group held 5,675 shares of Phillips Edison & Co worth $212K as of Q1 2026.
Clark Capital Management Group left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #507 holding.
Clark Capital Management Group first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 12 quarters since.
Clark Capital Management Group's Phillips Edison & Co position peaked at $409K in Q3 2024.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.