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Keating Financial Advisory Services’s Phillips Edison & Co PECO Stock Holding History

Keating Financial Advisory Services’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 		$18K Buy
433
+3
+0.7% +$120 ﹤0.01% 1021
2026
Q1 		$16.1K Buy
430
+83
+24% +$3.08K ﹤0.01% 976
2025
Q4 		$12.3K Buy
+347
New +$12K ﹤0.01% 1026

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
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

Keating Financial Advisory Services's PECO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Phillips Edison & Co (PECO) stake by 0.7% in Q2 2026, buying an estimated $120 and bringing the position to 433 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Keating Financial Advisory Services first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Keating Financial Advisory Services held 433 shares of Phillips Edison & Co worth $18K as of Q2 2026.
  • Keating Financial Advisory Services bought 3 Phillips Edison & Co shares in Q2 2026, an estimated $120.
  • Phillips Edison & Co made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1021 holding.
  • Keating Financial Advisory Services first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.