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Larson Financial Group’s Phillips Edison & Co PECO Stock Holding History

Larson Financial Group’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 		$121K Sell
3,226
-22
-0.7% -$818 ﹤0.01% 915
2025
Q4 		$116K Sell
3,248
-215
-6% -$7.46K ﹤0.01% 883
2025
Q3 		$119K Sell
3,463
-142
-4% -$4.92K ﹤0.01% 850
2025
Q2 		$126K Buy
3,605
+115
+3% +$4.07K 0.01% 770
2025
Q1 		$127K Sell
3,490
-924
-21% -$33.4K 0.01% 727
2024
Q4 		$165K Buy
4,414
+106
+2% +$4.04K 0.01% 613
2024
Q3 		$162K Buy
4,308
+8
+0.2% +$285 0.01% 626
2024
Q2 		$141K Buy
4,300
+15
+0.4% +$489 0.01% 562
2024
Q1 		$154K Buy
4,285
+20
+0.5% +$707 0.01% 464
2023
Q4 		$156K Sell
4,265
-41
-1% -$1.43K 0.01% 406
2023
Q3 		$144K Buy
4,306
+4
+0.1% +$138 0.01% 382
2023
Q2 		$147K Sell
4,302
-193
-4% -$6.03K 0.01% 370
2023
Q1 		$147K Sell
4,495
-294
-6% -$9.62K 0.02% 363
2022
Q4 		$152K Sell
4,789
-996
-17% -$30.6K 0.02% 337
2022
Q3 		$162K Sell
5,785
-4,693
-45% -$154K 0.02% 297
2022
Q2 		$350K Buy
10,478
+6,726
+179% +$228K 0.06% 133
2022
Q1 		$129K Buy
+3,752
New +$123K 0.02% 240

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

Larson Financial Group's PECO Position: Q1 2026 in Review

Larson Financial Group reduced its Phillips Edison & Co (PECO) stake by 0.68% in Q1 2026, selling an estimated $818 and leaving 3,226 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Larson Financial Group first reported a position in PECO in Q1 2022 and has held it in 17 quarters since. The position peaked at $350K in Q2 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Larson Financial Group held 3,226 shares of Phillips Edison & Co worth $121K as of Q1 2026.
  • Larson Financial Group sold 22 Phillips Edison & Co shares in Q1 2026, an estimated $818.
  • Phillips Edison & Co made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #915 holding.
  • Larson Financial Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Phillips Edison & Co position peaked at $350K in Q2 2022.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

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