JFS Wealth Advisors
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JFS Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

JFS Wealth Advisors’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 		$339 Sell
9
-12
-57% -$483 ﹤0.01% 1994
2026
Q2 		$877 Buy
+21
New +$839 ﹤0.01% 1843

Other funds holding PECO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JFS Wealth Advisors's PECO Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Phillips Edison & Co (PECO) stake by 57% in Q3 2026, selling an estimated $483 and leaving 9 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

JFS Wealth Advisors first reported a position in PECO in Q2 2026 and has held it in 2 quarters since. The position peaked at $877 in Q2 2026. 356 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • JFS Wealth Advisors held 9 shares of Phillips Edison & Co worth $339 as of Q3 2026.
  • JFS Wealth Advisors sold 12 Phillips Edison & Co shares in Q3 2026, an estimated $483.
  • Phillips Edison & Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1994 holding.
  • JFS Wealth Advisors first reported a position in Phillips Edison & Co in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Phillips Edison & Co position peaked at $877 in Q2 2026.
  • 356 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.