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Financial Gravity Companies’s Phillips Edison & Co PECO Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$10.5K Buy
+300
New +$10.6K ﹤0.01% 570
2024
Q4 		$11.5K Hold
308
– – ﹤0.01% 534
2024
Q3 		$11.6K Buy
+308
New +$11K ﹤0.01% 333

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's PECO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Phillips Edison & Co (PECO) in Q2 2025: 300 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PECO as recently as Q4 2024.

Financial Gravity Companies first reported a position in PECO in Q3 2024 and has held it in 3 quarters since. The position peaked at $11.6K in Q3 2024. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • Financial Gravity Companies held 300 shares of Phillips Edison & Co worth $10.5K as of Q2 2025.
  • Phillips Edison & Co was a new Financial Gravity Companies position in Q2 2025.
  • Phillips Edison & Co made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #570 holding.
  • Financial Gravity Companies first reported a position in Phillips Edison & Co in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Phillips Edison & Co position peaked at $11.6K in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.