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Garton & Associates Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-144
Closed -$5.12K – 531
2025
Q4 		$5.12K Buy
+144
New +$5K ﹤0.01% 989

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Garton & Associates Financial Advisors's PECO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 144 shares — an estimated $5.12K sold.

Garton & Associates Financial Advisors first reported a position in PECO in Q4 2025 and held it in 1 quarter. The position peaked at $5.12K in Q4 2025. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 144 Phillips Edison & Co shares in Q1 2026, an estimated $5.12K.
  • Garton & Associates Financial Advisors first reported a position in Phillips Edison & Co in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Phillips Edison & Co position peaked at $5.12K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.