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
Q2 		$213K Buy
5,034
+2,867
+132% +$115K ﹤0.01% 2545
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Jones Financial Companies's PECO Position: Q2 2026 in Review

Jones Financial Companies increased its Phillips Edison & Co (PECO) stake by 132% in Q2 2026, buying an estimated $115K and bringing the position to 5,034 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Jones Financial Companies first reported a position in PECO in Q2 2025 and has held it in 5 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Jones Financial Companies held 5,034 shares of Phillips Edison & Co worth $213K as of Q2 2026.
  • Jones Financial Companies bought 2,867 Phillips Edison & Co shares in Q2 2026, an estimated $115K.
  • Phillips Edison & Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2545 holding.
  • Jones Financial Companies first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 5 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.