Focus Partners Wealth
PECO icon

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
Q2 		$1.25M Buy
29,983
+781
+3% +$31.2K ﹤0.01% 1552
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Focus Partners Wealth's PECO Position: Q2 2026 in Review

Focus Partners Wealth increased its Phillips Edison & Co (PECO) stake by 2.7% in Q2 2026, buying an estimated $31.2K and bringing the position to 29,983 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Focus Partners Wealth first reported a position in PECO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.46M in Q4 2023. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Focus Partners Wealth held 29,983 shares of Phillips Edison & Co worth $1.25M as of Q2 2026.
  • Focus Partners Wealth bought 781 Phillips Edison & Co shares in Q2 2026, an estimated $31.2K.
  • Phillips Edison & Co made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1552 holding.
  • Focus Partners Wealth first reported a position in Phillips Edison & Co in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Phillips Edison & Co position peaked at $6.46M in Q4 2023.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.