JF
PECO icon

JMN Financial’s Phillips Edison & Co PECO Stock Holding History

JMN Financial’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 		$403K Buy
9,646
+3,021
+46% +$121K 0.31% 89
2026
Q1 		$249K Sell
6,625
-3,376
-34% -$125K 0.24% 135
2025
Q4 		$357K Buy
+10,001
New +$347K 0.36% 83

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

JMN Financial's PECO Position: Q2 2026 in Review

JMN Financial increased its Phillips Edison & Co (PECO) stake by 46% in Q2 2026, buying an estimated $121K and bringing the position to 9,646 shares worth $403K. The position accounts for 0.31% of the portfolio, ranked #89.

JMN Financial first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • JMN Financial held 9,646 shares of Phillips Edison & Co worth $403K as of Q2 2026.
  • JMN Financial bought 3,021 Phillips Edison & Co shares in Q2 2026, an estimated $121K.
  • Phillips Edison & Co made up 0.31% of JMN Financial's portfolio in Q2 2026, its #89 holding.
  • JMN Financial first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.