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Dunhill Financial’s Phillips Edison & Co PECO Stock Holding History

Dunhill Financial’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
Q1 		$252 Sell
6
-1
-14% -$37 ﹤0.01% 1215
2025
Q4 		$240 Buy
+7
New +$243 ﹤0.01% 1065
2025
Q2 		– Sell
-8
Closed -$294 – 1104
2025
Q1 		$294 Hold
8
– – ﹤0.01% 863
2024
Q4 		$301 Hold
8
– – ﹤0.01% 807
2024
Q3 		$303 Buy
+8
New +$285 ﹤0.01% 829

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dunhill Financial's PECO Position: Q1 2026 in Review

Dunhill Financial reduced its Phillips Edison & Co (PECO) stake by 14% in Q1 2026, selling an estimated $37 and leaving 6 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Dunhill Financial first reported a position in PECO in Q3 2024 and has held it in 5 quarters since. The position peaked at $303 in Q3 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Dunhill Financial held 6 shares of Phillips Edison & Co worth $252 as of Q1 2026.
  • Dunhill Financial sold 1 Phillips Edison & Co share in Q1 2026, an estimated $37.
  • Phillips Edison & Co made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1215 holding.
  • Dunhill Financial first reported a position in Phillips Edison & Co in Q3 2024 and has held it in 5 quarters since.
  • Dunhill Financial's Phillips Edison & Co position peaked at $303 in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.