FSC Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

FSC Wealth Advisors’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	–	Sell	-2,493	Closed	-$91K	–	199
2025 Q1	$91K	Buy	+2,493	New	+$90.1K	0.06%	85

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FSC Wealth Advisors's PECO Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 2,493 shares — an estimated $91K sold.

FSC Wealth Advisors first reported a position in PECO in Q1 2025 and held it in 1 quarter. The position peaked at $91K in Q1 2025. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

FSC Wealth Advisors reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 2,493 Phillips Edison & Co shares in Q2 2025, an estimated $91K.
FSC Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2025 and held it in 1 quarter.
FSC Wealth Advisors's Phillips Edison & Co position peaked at $91K in Q1 2025.
420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.