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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Consulate's PECO Position: Q1 2026 in Review

Financial Consulate held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 14 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Financial Consulate first reported a position in PECO in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Financial Consulate held 14 shares of Phillips Edison & Co worth $524 as of Q1 2026.
  • Financial Consulate left its Phillips Edison & Co share count unchanged in Q1 2026.
  • Phillips Edison & Co made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1242 holding.
  • Financial Consulate first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.