FC
PECO icon

Financial Consulate’s Phillips Edison & Co PECO Stock Holding History

Financial Consulate’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 		$583 Hold
14
– – ﹤0.01% 1290
2026
Q1 		$524 Hold
14
– – ﹤0.01% 1242
2025
Q4 		$498 Buy
+14
New +$486 ﹤0.01% 1178

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

Financial Consulate's PECO Position: Q2 2026 in Review

Financial Consulate held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 14 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Financial Consulate first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Financial Consulate held 14 shares of Phillips Edison & Co worth $583 as of Q2 2026.
  • Financial Consulate left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1290 holding.
  • Financial Consulate first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.