LMFP
PECO icon

Larry Mathis Financial Planning’s Phillips Edison & Co PECO Stock Holding History

Larry Mathis Financial Planning’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 		$231K Buy
5,561
+17
+0.3% +$679 0.18% 128
2026
Q1 		$207K Buy
+5,544
New +$206K 0.19% 147

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

Larry Mathis Financial Planning's PECO Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Phillips Edison & Co (PECO) stake by 0.31% in Q2 2026, buying an estimated $679 and bringing the position to 5,561 shares worth $231K. The position accounts for 0.18% of the portfolio, ranked #128.

Larry Mathis Financial Planning first reported a position in PECO in Q1 2026 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Larry Mathis Financial Planning held 5,561 shares of Phillips Edison & Co worth $231K as of Q2 2026.
  • Larry Mathis Financial Planning bought 17 Phillips Edison & Co shares in Q2 2026, an estimated $679.
  • Phillips Edison & Co made up 0.18% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #128 holding.
  • Larry Mathis Financial Planning first reported a position in Phillips Edison & Co in Q1 2026 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.