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EP Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

EP Wealth Advisors’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 		$479K Buy
11,515
+338
+3% +$13.5K ﹤0.01% 1045
2026
Q1 		$418K Buy
11,177
+24
+0.2% +$892 ﹤0.01% 988
2025
Q4 		$397K Buy
+11,153
New +$387K ﹤0.01% 983
2025
Q2 		$436K Buy
12,444
+2,965
+31% +$105K ﹤0.01% 837
2025
Q1 		$346K Buy
9,479
+872
+10% +$31.5K ﹤0.01% 849
2024
Q4 		$322K Buy
+8,607
New +$328K ﹤0.01% 845

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

EP Wealth Advisors's PECO Position: Q2 2026 in Review

EP Wealth Advisors increased its Phillips Edison & Co (PECO) stake by 3% in Q2 2026, buying an estimated $13.5K and bringing the position to 11,515 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

EP Wealth Advisors first reported a position in PECO in Q4 2024 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • EP Wealth Advisors held 11,515 shares of Phillips Edison & Co worth $479K as of Q2 2026.
  • EP Wealth Advisors bought 338 Phillips Edison & Co shares in Q2 2026, an estimated $13.5K.
  • Phillips Edison & Co made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1045 holding.
  • EP Wealth Advisors first reported a position in Phillips Edison & Co in Q4 2024 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.