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IFG Advisory’s Phillips Edison & Co PECO Stock Holding History

IFG Advisory’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 		$42K Buy
+1,010
New +$40.3K ﹤0.01% 1390
2022
Q4 		– Sell
-7,900
Closed -$221K – 524
2022
Q3 		$221K Buy
7,900
+1,234
+19% +$40.6K 0.02% 474
2022
Q2 		$222K Buy
+6,666
New +$226K 0.02% 427

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
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

IFG Advisory's PECO Position: Q2 2026 in Review

IFG Advisory opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 1,010 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PECO as recently as Q3 2022.

IFG Advisory first reported a position in PECO in Q2 2022 and has held it in 3 quarters since. The position peaked at $222K in Q2 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • IFG Advisory held 1,010 shares of Phillips Edison & Co worth $42K as of Q2 2026.
  • Phillips Edison & Co was a new IFG Advisory position in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1390 holding.
  • IFG Advisory first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 3 quarters since.
  • IFG Advisory's Phillips Edison & Co position peaked at $222K in Q2 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.