Focus Partners Wealth
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Focus Partners Wealth’s Phillips Edison & Co PECO Stock Holding History

Focus Partners Wealth’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 		$1.09M Buy
29,202
+894
+3% +$33.2K ﹤0.01% 1576
2025
Q4 		$1.01M Buy
28,308
+1,153
+4% +$40K ﹤0.01% 1633
2025
Q3 		$932K Sell
27,155
-2,273
-8% -$78.8K ﹤0.01% 1310
2025
Q2 		$1.03M Buy
29,428
+131
+0.4% +$4.63K ﹤0.01% 1127
2025
Q1 		$1.07M Sell
29,297
-4
-0% -$145 ﹤0.01% 1046
2024
Q4 		$1.1M Sell
29,301
-9,899
-25% -$377K ﹤0.01% 1023
2024
Q3 		$1.48M Buy
39,200
+2,235
+6% +$79.7K ﹤0.01% 846
2024
Q2 		$1.21M Buy
36,965
+24,366
+193% +$795K ﹤0.01% 762
2024
Q1 		$452K Sell
12,599
-164,515
-93% -$5.81M ﹤0.01% 743
2023
Q4 		$6.46M Buy
+177,114
New +$6.19M 0.08% 194

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

Focus Partners Wealth's PECO Position: Q1 2026 in Review

Focus Partners Wealth increased its Phillips Edison & Co (PECO) stake by 3.2% in Q1 2026, buying an estimated $33.2K and bringing the position to 29,202 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Focus Partners Wealth first reported a position in PECO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.46M in Q4 2023. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Focus Partners Wealth held 29,202 shares of Phillips Edison & Co worth $1.09M as of Q1 2026.
  • Focus Partners Wealth bought 894 Phillips Edison & Co shares in Q1 2026, an estimated $33.2K.
  • Phillips Edison & Co made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1576 holding.
  • Focus Partners Wealth first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Phillips Edison & Co position peaked at $6.46M in Q4 2023.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.