Johnson Financial Group Inc (Wisconsin)’s Phillips Edison & Co PECO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q4	–	Hold	0	–	–	–	918
2024 Q1	–	Sell	-997	Closed	-$36.5K	–	941
2023 Q4	$36.5K	Hold	997	–	–	﹤0.01%	479
2023 Q3	$33.5K	Hold	997	–	–	﹤0.01%	434
2023 Q2	$34.1K	Hold	997	–	–	﹤0.01%	445
2023 Q1	$32.6K	Hold	997	–	–	﹤0.01%	438
2022 Q4	$31.8K	Hold	997	–	–	﹤0.01%	394
2022 Q3	$28K	Buy	+997	New	+$32.8K	﹤0.01%	408

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EGM

Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PECO Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) held its Phillips Edison & Co (PECO) position steady in Q4 2025 at 0 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Johnson Financial Group Inc (Wisconsin) first reported a position in PECO in Q3 2022 and has held it in 6 quarters since. The position peaked at $36.5K in Q4 2023. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) held 0 shares of Phillips Edison & Co worth $74 as of Q4 2025.
Johnson Financial Group Inc (Wisconsin) left its Phillips Edison & Co share count unchanged in Q4 2025.
Phillips Edison & Co made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q4 2025, its #918 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 6 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Phillips Edison & Co position peaked at $36.5K in Q4 2023.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.