BFC Planning, Inc.’s Phillips Edison & Co PECO Stock Holding History

BFC Planning, Inc.’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	$768K	Sell	18,461 -5,636	-23%	-$225K	0.03%	471
2026 Q1	$902K	Sell	24,097 -2,913	-11%	-$108K	0.04%	380
2025 Q4	$961K	Sell	27,010 -353	-1%	-$12.2K	0.04%	376
2025 Q3	$939K	Sell	27,363 -731	-3%	-$25.3K	0.07%	245
2025 Q2	$984K	Buy	28,094 +50	+0.2%	+$1.77K	0.08%	225
2025 Q1	$1.02M	Sell	28,044 -2,858	-9%	-$103K	0.09%	196
2024 Q4	$1.16M	Buy	+30,902	New	+$1.18M	0.1%	184

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BFC Planning, Inc.'s PECO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Phillips Edison & Co (PECO) stake by 23% in Q2 2026, selling an estimated $225K and leaving 18,461 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #471.

BFC Planning, Inc. first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2024. 449 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

BFC Planning, Inc. held 18,461 shares of Phillips Edison & Co worth $768K as of Q2 2026.
BFC Planning, Inc. sold 5,636 Phillips Edison & Co shares in Q2 2026, an estimated $225K.
Phillips Edison & Co made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #471 holding.
BFC Planning, Inc. first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Phillips Edison & Co position peaked at $1.16M in Q4 2024.
449 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.