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Crossmark Global Holdings’s Phillips Edison & Co PECO Stock Holding History

Crossmark Global Holdings’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 		$284K Hold
6,820
– – ﹤0.01% 1089
2026
Q1 		$255K Hold
6,820
– – ﹤0.01% 1088
2025
Q4 		$243K Hold
6,820
– – ﹤0.01% 1115
2025
Q3 		$234K Hold
6,820
– – ﹤0.01% 1195
2025
Q2 		$239K Buy
6,820
+182
+3% +$6.44K ﹤0.01% 1196
2025
Q1 		$242K Buy
+6,638
New +$240K ﹤0.01% 1178

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

Crossmark Global Holdings's PECO Position: Q2 2026 in Review

Crossmark Global Holdings held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 6,820 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Crossmark Global Holdings first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Crossmark Global Holdings held 6,820 shares of Phillips Edison & Co worth $284K as of Q2 2026.
  • Crossmark Global Holdings left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1089 holding.
  • Crossmark Global Holdings first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.