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

Cooper 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
Q3 		$1.37M Hold
36,635
– – 0.11% 140
2026
Q2 		$1.52M Buy
36,635
+19
+0.1% +$759 0.13% 123
2026
Q1 		$1.37M Hold
36,616
– – 0.14% 124
2025
Q4 		$1.3M Hold
36,616
– – 0.14% 118
2025
Q3 		$1.26M Sell
36,616
-4,649
-11% -$161K 0.14% 117
2025
Q2 		$1.45M Sell
41,265
-497
-1% -$17.6K 0.17% 104
2025
Q1 		$1.52M Buy
41,762
+3
+0% +$108 0.2% 101
2024
Q4 		$1.56M Buy
41,759
+2
+0% +$76 0.19% 96
2024
Q3 		$1.57M Buy
41,757
+3
+0% +$107 0.2% 88
2024
Q2 		$1.37M Buy
41,754
+786
+2% +$25.6K 0.2% 92
2024
Q1 		$1.47M Buy
40,968
+2,430
+6% +$85.9K 0.24% 84
2023
Q4 		$1.41M Buy
38,538
+17
+0% +$595 0.26% 73
2023
Q3 		$1.29M Sell
38,521
-2,143
-5% -$74.1K 0.31% 75
2023
Q2 		$1.39M Sell
40,664
-4,984
-11% -$156K 0.34% 66
2023
Q1 		$1.49M Sell
45,648
-381
-0.8% -$12.5K 0.4% 57
2022
Q4 		$1.47M Sell
46,029
-40
-0.1% -$1.23K 0.45% 54
2022
Q3 		$1.29M Buy
46,069
+189
+0.4% +$6.21K 0.46% 52
2022
Q2 		$1.53M Buy
+45,880
New +$1.56M 0.56% 48

Other funds holding PECO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

Cooper Financial Group's PECO Position: Q3 2026 in Review

Cooper Financial Group held its Phillips Edison & Co (PECO) position steady in Q3 2026 at 36,635 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #140.

Cooper Financial Group first reported a position in PECO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.57M in Q3 2024. 193 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Cooper Financial Group held 36,635 shares of Phillips Edison & Co worth $1.37M as of Q3 2026.
  • Cooper Financial Group left its Phillips Edison & Co share count unchanged in Q3 2026.
  • Phillips Edison & Co made up 0.11% of Cooper Financial Group's portfolio in Q3 2026, its #140 holding.
  • Cooper Financial Group first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 18 quarters since.
  • Cooper Financial Group's Phillips Edison & Co position peaked at $1.57M in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.