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Coppell Advisory Solutions’s Phillips Edison & Co PECO Stock Holding History

Coppell Advisory Solutions’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 		$4.98K Buy
+17,048
New +$681K ﹤0.01% 509
2026
Q1 		– Sell
-21,516
Closed -$772K – 253
2025
Q4 		$772K Buy
21,516
+1,204
+6% +$41.8K 0.08% 196
2025
Q3 		$695K Sell
20,312
-719
-3% -$24.9K 0.07% 208
2025
Q2 		$734K Buy
21,031
+8,598
+69% +$304K 0.09% 185
2025
Q1 		$2.12M Sell
12,433
-5,392
-30% -$195K 0.29% 70
2024
Q4 		$663K Sell
17,825
-196
-1% -$7.47K 0.09% 147
2024
Q3 		$671K Sell
18,021
-690
-4% -$24.6K 0.1% 150
2024
Q2 		$612K Buy
+18,711
New +$610K 0.1% 143
2023
Q4 		$921K Sell
25,243
-5,317
-17% -$186K 0.18% 116
2023
Q3 		$973K Sell
30,560
-7,684
-20% -$266K 0.33% 73
2023
Q2 		$1.3M Buy
38,244
+5,001
+15% +$156K 0.37% 65
2023
Q1 		$1.05M Buy
33,243
+2,683
+9% +$87.8K 0.35% 82
2022
Q4 		$973K Buy
+30,560
New +$940K 0.33% 76

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Coppell Advisory Solutions's PECO Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 17,048 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in PECO as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in PECO in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.12M in Q1 2025. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Coppell Advisory Solutions held 17,048 shares of Phillips Edison & Co worth $4.98K as of Q2 2026.
  • Phillips Edison & Co was a new Coppell Advisory Solutions position in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #509 holding.
  • Coppell Advisory Solutions first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 13 quarters since.
  • Coppell Advisory Solutions's Phillips Edison & Co position peaked at $2.12M in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.