CFD
PECO icon

Creative Financial Designs’s Phillips Edison & Co PECO Stock Holding History

Creative Financial Designs’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 		$5.87K Sell
141
-48
-25% -$1.92K ﹤0.01% 1668
2026
Q1 		$7.09K Sell
189
-148
-44% -$5.5K ﹤0.01% 1500
2025
Q4 		$12K Buy
337
+3
+0.9% +$104 ﹤0.01% 1317
2025
Q3 		$11.5K Sell
334
-96
-22% -$3.33K ﹤0.01% 1327
2025
Q2 		$15.1K Buy
430
+4
+0.9% +$142 ﹤0.01% 1217
2025
Q1 		$15.6K Buy
426
+3
+0.7% +$108 ﹤0.01% 1158
2024
Q4 		$15.8K Buy
423
+4
+1% +$152 ﹤0.01% 1107
2024
Q3 		$15.8K Sell
419
-96
-19% -$3.42K ﹤0.01% 1080
2024
Q2 		$16.9K Buy
515
+4
+0.8% +$130 ﹤0.01% 1038
2024
Q1 		$18.3K Sell
511
-1,032
-67% -$36.5K ﹤0.01% 990
2023
Q4 		$56.3K Buy
1,543
+1,041
+207% +$36.4K 0.01% 655
2023
Q3 		$16.8K Sell
502
-349
-41% -$12.1K ﹤0.01% 897
2023
Q2 		$29K Sell
851
-711
-46% -$22.2K ﹤0.01% 771
2023
Q1 		$51K Sell
1,562
-93
-6% -$3.04K 0.01% 592
2022
Q4 		$52.7K Buy
1,655
+9
+0.5% +$277 0.01% 560
2022
Q3 		$46K Buy
1,646
+927
+129% +$30.5K 0.01% 569
2022
Q2 		$24K Hold
719
– – ﹤0.01% 699
2022
Q1 		$25K Buy
+719
New +$23.6K ﹤0.01% 721

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 $3.38T AUM 44.17% 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

Creative Financial Designs's PECO Position: Q2 2026 in Review

Creative Financial Designs reduced its Phillips Edison & Co (PECO) stake by 25% in Q2 2026, selling an estimated $1.92K and leaving 141 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Creative Financial Designs first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $56.3K in Q4 2023. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Creative Financial Designs held 141 shares of Phillips Edison & Co worth $5.87K as of Q2 2026.
  • Creative Financial Designs sold 48 Phillips Edison & Co shares in Q2 2026, an estimated $1.92K.
  • Phillips Edison & Co made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1668 holding.
  • Creative Financial Designs first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • Creative Financial Designs's Phillips Edison & Co position peaked at $56.3K in Q4 2023.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.