Farther Finance Advisors’s Phillips Edison & Co PECO Stock Holding History

Farther Finance 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	$34.3K	Buy	824 +85	+12%	+$3.4K	﹤0.01%	3554
2026 Q1	$27.5K	Sell	739 -5,294	-88%	-$197K	﹤0.01%	3431
2025 Q4	$215K	Buy	6,033 +5,960	+8,164%	+$207K	﹤0.01%	1873
2025 Q3	$2.51K	Buy	73 +55	+306%	+$1.91K	﹤0.01%	4056
2025 Q2	$631	Sell	18 -17	-49%	-$601	﹤0.01%	3999
2025 Q1	$1.29K	Hold	35	–	–	﹤0.01%	3537
2024 Q4	$1.31K	Sell	35 -15	-30%	-$571	﹤0.01%	3162
2024 Q3	$1.89K	Sell	50 -5	-9%	-$178	﹤0.01%	3015
2024 Q2	$1.79K	Sell	55 -9,112	-99%	-$297K	﹤0.01%	2839
2024 Q1	$321K	Buy	9,167 +9,129	+24,024%	+$323K	0.02%	516
2023 Q4	$1.39K	Buy	+38	New	+$1.33K	﹤0.01%	2595

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Farther Finance Advisors's PECO Position: Q2 2026 in Review

Farther Finance Advisors increased its Phillips Edison & Co (PECO) stake by 12% in Q2 2026, buying an estimated $3.4K and bringing the position to 824 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Farther Finance Advisors first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q1 2024. 54 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Farther Finance Advisors held 824 shares of Phillips Edison & Co worth $34.3K as of Q2 2026.
Farther Finance Advisors bought 85 Phillips Edison & Co shares in Q2 2026, an estimated $3.4K.
Phillips Edison & Co made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3554 holding.
Farther Finance Advisors first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's Phillips Edison & Co position peaked at $321K in Q1 2024.
54 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.