Financial Partners Group (Kansas)’s Phillips Edison & Co PECO Stock Holding History

Financial Partners Group (Kansas)’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	–	Sell	-9,554	Closed	-$346K	–	239
2025 Q4	$346K	Hold	9,554	–	–	0.04%	171
2025 Q3	$328K	Buy	9,554 +199	+2%	+$6.89K	0.04%	167
2025 Q2	$328K	Sell	9,355 -15,189	-62%	-$537K	0.05%	152
2025 Q1	$896K	Hold	24,544	–	–	0.14%	74
2024 Q4	$919K	Sell	24,544 -1,247	-5%	-$47.5K	0.13%	69
2024 Q3	$973K	Hold	25,791	–	–	0.14%	75
2024 Q2	$844K	Hold	25,791	–	–	0.13%	79
2024 Q1	$925K	Hold	25,791	–	–	0.15%	66
2023 Q4	$941K	Sell	25,791 -1,226	-5%	-$42.9K	0.17%	60
2023 Q3	$890K	Sell	27,017 -2,025	-7%	-$70K	0.18%	61
2023 Q2	$1.03M	Sell	29,042 -1,522	-5%	-$47.5K	0.21%	57
2023 Q1	$997K	Hold	30,564	–	–	0.22%	53
2022 Q4	$1.05M	Hold	30,564	–	–	0.23%	55
2022 Q3	$857K	Sell	30,564 -1,088	-3%	-$35.8K	0.23%	53
2022 Q2	$1.06M	Hold	31,652	–	–	0.27%	50
2022 Q1	$1.09M	Hold	31,652	–	–	0.24%	57
2021 Q4	$998K	Buy	+31,652	New	+$1.02M	0.22%	61

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Partners Group (Kansas)'s PECO Position: Q1 2026 in Review

Financial Partners Group (Kansas) sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 9,554 shares — an estimated $346K sold.

Financial Partners Group (Kansas) first reported a position in PECO in Q4 2021 and held it in 17 quarters. The position peaked at $1.09M in Q1 2022. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Financial Partners Group (Kansas) reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
Financial Partners Group (Kansas) sold 9,554 Phillips Edison & Co shares in Q1 2026, an estimated $346K.
Financial Partners Group (Kansas) first reported a position in Phillips Edison & Co in Q4 2021 and held it in 17 quarters.
Financial Partners Group (Kansas)'s Phillips Edison & Co position peaked at $1.09M in Q1 2022.
441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2026, filed 13 Apr 2026.