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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
Q3 		$2.77M Buy
74,115
+788
+1% +$31.8K 0.05% 372
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Independent Financial Group's PECO Position: Q3 2026 in Review

Independent Financial Group increased its Phillips Edison & Co (PECO) stake by 1.1% in Q3 2026, buying an estimated $31.8K and bringing the position to 74,115 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #372.

Independent Financial Group first reported a position in PECO in Q3 2021 and has held it in 21 quarters since. The position peaked at $8.37M in Q3 2023. 25 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Independent Financial Group held 74,115 shares of Phillips Edison & Co worth $2.77M as of Q3 2026.
  • Independent Financial Group bought 788 Phillips Edison & Co shares in Q3 2026, an estimated $31.8K.
  • Phillips Edison & Co made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #372 holding.
  • Independent Financial Group first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 21 quarters since.
  • Independent Financial Group's Phillips Edison & Co position peaked at $8.37M in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.