LPL Financial
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LPL Financial’s Phillips Edison & Co PECO Stock Holding History

LPL Financial’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 		$15.5M Buy
371,940
+26,427
+8% +$1.06M ﹤0.01% 1755
2026
Q1 		$12.9M Sell
345,513
-10,943
-3% -$407K ﹤0.01% 1792
2025
Q4 		$12.7M Sell
356,456
-35,203
-9% -$1.22M ﹤0.01% 1732
2025
Q3 		$13.4M Sell
391,659
-21,027
-5% -$729K ﹤0.01% 1631
2025
Q2 		$14.5M Buy
412,686
+24,602
+6% +$870K ﹤0.01% 1465
2025
Q1 		$14.2M Buy
388,084
+17,448
+5% +$630K 0.01% 1371
2024
Q4 		$13.9M Buy
370,636
+41,468
+13% +$1.58M 0.01% 1306
2024
Q3 		$12.4M Buy
329,168
+42,674
+15% +$1.52M 0.01% 1322
2024
Q2 		$9.37M Sell
286,494
-33,275
-10% -$1.09M ﹤0.01% 1417
2024
Q1 		$11.5M Sell
319,769
-53,599
-14% -$1.89M 0.01% 1247
2023
Q4 		$13.6M Buy
373,368
+25,333
+7% +$886K 0.01% 1061
2023
Q3 		$11.7M Buy
348,035
+93,719
+37% +$3.24M 0.01% 1076
2023
Q2 		$8.67M Sell
254,316
-12,650
-5% -$395K 0.01% 1216
2023
Q1 		$8.71M Sell
266,966
-60,404
-18% -$1.98M 0.01% 1172
2022
Q4 		$10.4M Sell
327,370
-129,801
-28% -$3.99M 0.01% 1003
2022
Q3 		$12.8M Buy
457,171
+41,489
+10% +$1.36M 0.01% 831
2022
Q2 		$13.9M Buy
+415,682
New +$14.1M 0.01% 802

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

LPL Financial's PECO Position: Q2 2026 in Review

LPL Financial increased its Phillips Edison & Co (PECO) stake by 7.6% in Q2 2026, buying an estimated $1.06M and bringing the position to 371,940 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

LPL Financial first reported a position in PECO in Q2 2022 and has held it in 17 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • LPL Financial held 371,940 shares of Phillips Edison & Co worth $15.5M as of Q2 2026.
  • LPL Financial bought 26,427 Phillips Edison & Co shares in Q2 2026, an estimated $1.06M.
  • Phillips Edison & Co made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1755 holding.
  • LPL Financial first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 17 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.