Continuum Advisory’s Phillips Edison & Co PECO Stock Holding History

Continuum Advisory’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	$211K	Buy	+5,067	New	+$202K	0.02%	457
2025 Q2	–	Sell	-5,067	Closed	-$185K	–	1232
2025 Q1	$185K	Hold	5,067	–	–	0.02%	407
2024 Q4	$190K	Hold	5,067	–	–	0.02%	396
2024 Q3	$196K	Hold	5,067	–	–	0.03%	398
2024 Q2	$166K	Hold	5,067	–	–	0.02%	396
2024 Q1	$168K	Sell	5,067 -4,516	-47%	-$160K	0.03%	396
2023 Q4	$350K	Sell	9,583 -4,071	-30%	-$142K	0.05%	348
2023 Q3	$458K	Sell	13,654 -2,878	-17%	-$99.5K	0.07%	286
2023 Q2	$563K	Hold	16,532	–	–	0.09%	262
2023 Q1	$539K	Buy	16,532 +63	+0.4%	+$2.06K	0.09%	251
2022 Q4	$524K	Hold	16,469	–	–	0.09%	248
2022 Q3	$462K	Sell	16,469 -689	-4%	-$22.6K	0.08%	252
2022 Q2	$573K	Buy	17,158 +511	+3%	+$17.3K	0.1%	234
2022 Q1	$564K	Buy	+16,647	New	+$546K	0.11%	224

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Continuum Advisory's PECO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 5,067 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in PECO as recently as Q1 2025.

Continuum Advisory first reported a position in PECO in Q1 2022 and has held it in 14 quarters since. The position peaked at $573K in Q2 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Continuum Advisory held 5,067 shares of Phillips Edison & Co worth $211K as of Q2 2026.
Phillips Edison & Co was a new Continuum Advisory position in Q2 2026.
Phillips Edison & Co made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #457 holding.
Continuum Advisory first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 14 quarters since.
Continuum Advisory's Phillips Edison & Co position peaked at $573K in Q2 2022.
445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.