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

Dynamic 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
Q1 		$539K Sell
14,393
-7,831
-35% -$291K 0.44% 32
2025
Q4 		$791K Sell
22,224
-560
-2% -$19.4K 0.67% 19
2025
Q3 		$782K Sell
22,784
-580
-2% -$20.1K 0.68% 15
2025
Q2 		$818K Sell
23,364
-283
-1% -$10K 0.79% 16
2025
Q1 		$863K Hold
23,647
– – 0.86% 16
2024
Q4 		$886K Buy
+23,647
New +$901K 0.9% 15

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

Dynamic Financial Group's PECO Position: Q1 2026 in Review

Dynamic Financial Group reduced its Phillips Edison & Co (PECO) stake by 35% in Q1 2026, selling an estimated $291K and leaving 14,393 shares worth $539K. The position accounts for 0.44% of the portfolio, ranked #32.

Dynamic Financial Group first reported a position in PECO in Q4 2024 and has held it in 6 quarters since. The position peaked at $886K in Q4 2024. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Dynamic Financial Group held 14,393 shares of Phillips Edison & Co worth $539K as of Q1 2026.
  • Dynamic Financial Group sold 7,831 Phillips Edison & Co shares in Q1 2026, an estimated $291K.
  • Phillips Edison & Co made up 0.44% of Dynamic Financial Group's portfolio in Q1 2026, its #32 holding.
  • Dynamic Financial Group first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 6 quarters since.
  • Dynamic Financial Group's Phillips Edison & Co position peaked at $886K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.