Empowered Funds’s Phillips Edison & Co PECO Stock Holding History

Empowered Funds’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	–	Sell	-6,446	Closed	-$241K	–	2246
2026 Q1	$241K	Buy	+6,446	New	+$240K	﹤0.01%	1934

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empowered Funds's PECO Position: Q2 2026 in Review

Empowered Funds sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 6,446 shares — an estimated $241K sold.

Empowered Funds first reported a position in PECO in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Empowered Funds reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 6,446 Phillips Edison & Co shares in Q2 2026, an estimated $241K.
Empowered Funds first reported a position in Phillips Edison & Co in Q1 2026 and held it in 1 quarter.
Empowered Funds's Phillips Edison & Co position peaked at $241K in Q1 2026.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.