Jones Financial Companies
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Jones Financial Companies’s Phillips Edison & Co PECO Stock Holding History

Jones Financial Companies’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
Q1 		$79.8K Buy
2,167
+224
+12% +$8.32K ﹤0.01% 2763
2025
Q4 		$69.1K Buy
1,943
+867
+81% +$30.1K ﹤0.01% 2386
2025
Q3 		$37.1K Buy
1,076
+1,036
+2,590% +$35.9K ﹤0.01% 2507
2025
Q2 		$1.4K Buy
+40
New +$1.42K ﹤0.01% 3577

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jones Financial Companies's PECO Position: Q1 2026 in Review

Jones Financial Companies increased its Phillips Edison & Co (PECO) stake by 12% in Q1 2026, buying an estimated $8.32K and bringing the position to 2,167 shares worth $79.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

Jones Financial Companies first reported a position in PECO in Q2 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Jones Financial Companies held 2,167 shares of Phillips Edison & Co worth $79.8K as of Q1 2026.
  • Jones Financial Companies bought 224 Phillips Edison & Co shares in Q1 2026, an estimated $8.32K.
  • Phillips Edison & Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2763 holding.
  • Jones Financial Companies first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.