Larson Financial Group
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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
Q3 		$122K Buy
3,255
+23
+0.7% +$927 ﹤0.01% 1154
2026
Q2 		$135K Buy
3,232
+6
+0.2% +$240 ﹤0.01% 1027
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% -$6.02K 0.01% 370
2023
Q1 		$147K Sell
4,495
-294
-6% -$9.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Larson Financial Group's PECO Position: Q3 2026 in Review

Larson Financial Group increased its Phillips Edison & Co (PECO) stake by 0.71% in Q3 2026, buying an estimated $927 and bringing the position to 3,255 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Larson Financial Group first reported a position in PECO in Q1 2022 and has held it in 19 quarters since. The position peaked at $350K in Q2 2022. 356 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Larson Financial Group held 3,255 shares of Phillips Edison & Co worth $122K as of Q3 2026.
  • Larson Financial Group bought 23 Phillips Edison & Co shares in Q3 2026, an estimated $927.
  • Phillips Edison & Co made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1154 holding.
  • Larson Financial Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 19 quarters since.
  • Larson Financial Group's Phillips Edison & Co position peaked at $350K in Q2 2022.
  • 356 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.