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First Pacific Financial’s Phillips Edison & Co PECO Stock Holding History

First Pacific Financial’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
Q1 		– Sell
-3,735
Closed -$140K – 549
2024
Q4 		$140K Hold
3,735
– – 0.03% 153
2024
Q3 		$141K Buy
+3,735
New +$133K 0.03% 144

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

First Pacific Financial's PECO Position: Q1 2025 in Review

First Pacific Financial sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 3,735 shares — an estimated $140K sold.

First Pacific Financial first reported a position in PECO in Q3 2024 and held it in 2 quarters. The position peaked at $141K in Q3 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • First Pacific Financial reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • First Pacific Financial sold 3,735 Phillips Edison & Co shares in Q1 2025, an estimated $140K.
  • First Pacific Financial first reported a position in Phillips Edison & Co in Q3 2024 and held it in 2 quarters.
  • First Pacific Financial's Phillips Edison & Co position peaked at $141K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on First Pacific Financial's 13F filing for Q1 2025, filed 23 Apr 2025.