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

Godfrey Financial Associates’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
-3
Closed -$107 – 1134
2025
Q4 		$107 Buy
+3
New +$104 ﹤0.01% 1048

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State Street
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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

Godfrey Financial Associates's PECO Position: Q1 2026 in Review

Godfrey Financial Associates sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 3 shares — an estimated $107 sold.

Godfrey Financial Associates first reported a position in PECO in Q4 2025 and held it in 1 quarter. The position peaked at $107 in Q4 2025. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Godfrey Financial Associates reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Godfrey Financial Associates sold 3 Phillips Edison & Co shares in Q1 2026, an estimated $107.
  • Godfrey Financial Associates first reported a position in Phillips Edison & Co in Q4 2025 and held it in 1 quarter.
  • Godfrey Financial Associates's Phillips Edison & Co position peaked at $107 in Q4 2025.
  • 440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.