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 Q2	$877	Buy	+21	New	+$839	﹤0.01%	1843

Other funds holding PECO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

JFS Wealth Advisors's PECO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 21 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings.

109 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

JFS Wealth Advisors held 21 shares of Phillips Edison & Co worth $877 as of Q2 2026.
Phillips Edison & Co was a new JFS Wealth Advisors position in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1843 holding.
109 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.