Commonwealth Equity Services
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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
Q3 		$4.61M Sell
123,504
-4,956
-4% -$200K 0.01% 1412
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 		$8.87M 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 		$9.9M Buy
+288,794
New +$9.48M 0.02% 628

Other funds holding PECO

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Commonwealth Equity Services's PECO Position: Q3 2026 in Review

Commonwealth Equity Services reduced its Phillips Edison & Co (PECO) stake by 3.9% in Q3 2026, selling an estimated $200K and leaving 123,504 shares worth $4.61M. The position accounts for 0.01% of the portfolio, ranked #1412.

Commonwealth Equity Services first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.1M in Q2 2022. 142 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Commonwealth Equity Services held 123,504 shares of Phillips Edison & Co worth $4.61M as of Q3 2026.
  • Commonwealth Equity Services sold 4,956 Phillips Edison & Co shares in Q3 2026, an estimated $200K.
  • Phillips Edison & Co made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1412 holding.
  • Commonwealth Equity Services first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • Commonwealth Equity Services's Phillips Edison & Co position peaked at $10.1M in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.