Commonwealth Equity Services’s Phillips Edison & Co PECO Stock Holding History

Commonwealth Equity Services’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	$5.35M	Sell	128,460 -818	-0.6%	-$32.7K	0.01%	1341
2026 Q1	$4.84M	Sell	129,278 -30,624	-19%	-$1.14M	0.01%	1356
2025 Q4	$5.69M	Sell	159,902 -16,183	-9%	-$562K	0.01%	1227
2025 Q3	$6.04M	Sell	176,085 -12,075	-6%	-$418K	0.01%	1210
2025 Q2	$6.59M	Sell	188,160 -43,436	-19%	-$1.54M	0.01%	1132
2025 Q1	$8.45M	Buy	231,596 +36,469	+19%	+$1.32M	0.01%	957
2024 Q4	$7.31M	Sell	195,127 -675	-0.3%	-$25.7K	0.01%	1000
2024 Q3	$7.38M	Sell	195,802 -44,103	-18%	-$1.57M	0.01%	979
2024 Q2	$7.85M	Buy	239,905 +2,263	+1%	+$73.8K	0.01%	925
2024 Q1	$8.52M	Buy	237,642 +3,485	+1%	+$123K	0.01%	874
2023 Q4	$8.54M	Sell	234,157 -7,000	-3%	-$245K	0.02%	810
2023 Q3	$8.09M	Sell	241,157 -18,281	-7%	-$632K	0.02%	776
2023 Q2	$8.84M	Sell	259,438 -12,618	-5%	-$394K	0.02%	741
2023 Q1	$8.87K	Sell	272,056 -10,232	-4%	-$335K	0.02%	717
2022 Q4	$8.99M	Sell	282,288 -14,220	-5%	-$437K	0.02%	667
2022 Q3	$8.32M	Sell	296,508 -6,027	-2%	-$198K	0.02%	653
2022 Q2	$10.1M	Buy	302,535 +13,741	+5%	+$466K	0.03%	574
2022 Q1	$9.93M	Buy	+288,794	New	+$9.48M	0.02%	628

Other funds holding PECO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Commonwealth Equity Services's PECO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Phillips Edison & Co (PECO) stake by 0.63% in Q2 2026, selling an estimated $32.7K and leaving 128,460 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #1341.

Commonwealth Equity Services first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.1M in Q2 2022. 111 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Commonwealth Equity Services held 128,460 shares of Phillips Edison & Co worth $5.35M as of Q2 2026.
Commonwealth Equity Services sold 818 Phillips Edison & Co shares in Q2 2026, an estimated $32.7K.
Phillips Edison & Co made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1341 holding.
Commonwealth Equity Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
Commonwealth Equity Services's Phillips Edison & Co position peaked at $10.1M in Q2 2022.
111 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.