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Independent Financial Group’s Phillips Edison & Co PECO Stock Holding History

Independent Financial Group’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 		$3.05M Sell
73,327
-4,383
-6% -$175K 0.06% 340
2026
Q1 		$2.91M Sell
77,710
-1,342
-2% -$49.9K 0.07% 307
2025
Q4 		$2.81M Sell
79,052
-1,520
-2% -$52.7K 0.06% 301
2025
Q3 		$2.77M Buy
80,572
+3,164
+4% +$110K 0.07% 290
2025
Q2 		$2.71M Sell
77,408
-36,031
-32% -$1.27M 0.07% 265
2025
Q1 		$4.14M Sell
113,439
-49,533
-30% -$1.79M 0.14% 145
2024
Q4 		$6.1M Buy
162,972
+25,573
+19% +$974K 0.2% 95
2024
Q3 		$5.18M Sell
137,399
-23,498
-15% -$838K 0.19% 99
2024
Q2 		$5.26M Sell
160,897
-22,894
-12% -$747K 0.21% 93
2024
Q1 		$6.59M Buy
183,791
+3,657
+2% +$129K 0.3% 71
2023
Q4 		$6.57M Sell
180,134
-69,360
-28% -$2.43M 0.35% 51
2023
Q3 		$8.37M Buy
249,494
+37,431
+18% +$1.29M 0.54% 24
2023
Q2 		$7.23M Buy
212,063
+4,943
+2% +$154K 0.5% 24
2023
Q1 		$6.76M Sell
207,120
-5,871
-3% -$192K 0.54% 25
2022
Q4 		$6.78M Sell
212,991
-12,488
-6% -$384K 0.58% 21
2022
Q3 		$6.32M Buy
225,479
+43,436
+24% +$1.43M 0.57% 21
2022
Q2 		$6.08M Sell
182,043
-412
-0.2% -$14K 0.65% 23
2022
Q1 		$6.27M Buy
182,455
+170,455
+1,420% +$5.6M 0.51% 28
2021
Q4 		$396K Hold
12,000
– – 0.03% 491
2021
Q3 		$369K Buy
+12,000
New +$352K 0.04% 458

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

Independent Financial Group's PECO Position: Q2 2026 in Review

Independent Financial Group reduced its Phillips Edison & Co (PECO) stake by 5.6% in Q2 2026, selling an estimated $175K and leaving 73,327 shares worth $3.05M. The position accounts for 0.06% of the portfolio, ranked #340.

Independent Financial Group first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.37M in Q3 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Independent Financial Group held 73,327 shares of Phillips Edison & Co worth $3.05M as of Q2 2026.
  • Independent Financial Group sold 4,383 Phillips Edison & Co shares in Q2 2026, an estimated $175K.
  • Phillips Edison & Co made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #340 holding.
  • Independent Financial Group first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Phillips Edison & Co position peaked at $8.37M in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.