HSBC Holdings
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HSBC Holdings’s Phillips Edison & Co PECO Stock Holding History

HSBC Holdings’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 		$11M Buy
263,965
+6,267
+2% +$250K ﹤0.01% 939
2026
Q1 		$9.65M Buy
257,698
+8,713
+3% +$324K 0.01% 941
2025
Q4 		$8.86M Buy
248,985
+62,523
+34% +$2.17M ﹤0.01% 1000
2025
Q3 		$6.4M Buy
186,462
+63,973
+52% +$2.22M ﹤0.01% 1093
2025
Q2 		$4.29M Buy
122,489
+7,119
+6% +$252K ﹤0.01% 1215
2025
Q1 		$4.2M Buy
115,370
+10,188
+10% +$368K ﹤0.01% 1165
2024
Q4 		$3.94M Buy
105,182
+9,422
+10% +$359K ﹤0.01% 1219
2024
Q3 		$3.61M Sell
95,760
-2,633
-3% -$93.9K ﹤0.01% 1222
2024
Q2 		$3.22M Sell
98,393
-519
-0.5% -$16.9K ﹤0.01% 1219
2024
Q1 		$3.55M Buy
98,912
+30,960
+46% +$1.09M ﹤0.01% 1230
2023
Q4 		$2.48M Buy
67,952
+8,801
+15% +$308K ﹤0.01% 1402
2023
Q3 		$1.98M Sell
59,151
-7,095
-11% -$245K ﹤0.01% 1454
2023
Q2 		$2.26M Sell
66,246
-9,873
-13% -$308K ﹤0.01% 1395
2023
Q1 		$2.47M Buy
76,119
+25,522
+50% +$835K ﹤0.01% 1429
2022
Q4 		$1.61M Sell
50,597
-58,063
-53% -$1.79M ﹤0.01% 1777
2022
Q3 		$3.02M Buy
108,660
+92,589
+576% +$3.04M ﹤0.01% 1380
2022
Q2 		$537K Buy
+16,071
New +$546K ﹤0.01% 2284
2022
Q1 		– Sell
-18,817
Closed -$623K – 3421
2021
Q4 		$623K Buy
+18,817
New +$604K ﹤0.01% 2320

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

HSBC Holdings's PECO Position: Q2 2026 in Review

HSBC Holdings increased its Phillips Edison & Co (PECO) stake by 2.4% in Q2 2026, buying an estimated $250K and bringing the position to 263,965 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #939.

HSBC Holdings first reported a position in PECO in Q4 2021 and has held it in 18 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • HSBC Holdings held 263,965 shares of Phillips Edison & Co worth $11M as of Q2 2026.
  • HSBC Holdings bought 6,267 Phillips Edison & Co shares in Q2 2026, an estimated $250K.
  • Phillips Edison & Co made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #939 holding.
  • HSBC Holdings first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 18 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.