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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
Q2 		$599K Hold
14,393
– – 0.45% 31
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 $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

Dynamic Financial Group's PECO Position: Q2 2026 in Review

Dynamic Financial Group held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 14,393 shares worth $599K. The position accounts for 0.45% of the portfolio, ranked #31.

Dynamic Financial Group first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $886K in Q4 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Dynamic Financial Group held 14,393 shares of Phillips Edison & Co worth $599K as of Q2 2026.
  • Dynamic Financial Group left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up 0.45% of Dynamic Financial Group's portfolio in Q2 2026, its #31 holding.
  • Dynamic Financial Group first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • Dynamic Financial Group's Phillips Edison & Co position peaked at $886K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.