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M Holdings Securities’s Phillips Edison & Co PECO Stock Holding History

M Holdings Securities’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 		$862K Buy
20,475
+1
+0% +$40 0.12% 98
2026
Q1 		$787K Sell
20,474
-3,520
-15% -$131K 0.05% 214
2025
Q4 		$853K Buy
23,994
+12,553
+110% +$436K 0.06% 208
2025
Q3 		$393K Sell
11,441
-13,363
-54% -$463K 0.08% 82
2025
Q2 		$868K Buy
24,804
+2,641
+12% +$93.4K 0.15% 99
2025
Q1 		$809K Buy
22,163
+5,903
+36% +$213K 0.13% 106
2024
Q4 		$609K Sell
16,260
-1,000
-6% -$38.1K 0.1% 110
2024
Q3 		$651K Sell
17,260
-7,967
-32% -$284K 0.16% 68
2024
Q2 		$824K Buy
25,227
+6,931
+38% +$226K 0.11% 114
2024
Q1 		$656K Sell
18,296
-30
-0.2% -$1.06K 0.11% 104
2023
Q4 		$669K Sell
18,326
-3
-0% -$105 0.08% 145
2023
Q3 		$615K Buy
18,329
+3,196
+21% +$110K 0.08% 149
2023
Q2 		$516K Sell
15,133
-12,312
-45% -$384K 0.11% 109
2023
Q1 		$889K Sell
27,445
-17
-0.1% -$556 0.09% 171
2022
Q4 		$876K Sell
27,462
-2,647
-9% -$81.4K 0.09% 173
2022
Q3 		$845K Sell
30,109
-200
-0.7% -$6.58K 0.09% 168
2022
Q2 		$1.01M Sell
30,309
-2,787
-8% -$94.6K 0.1% 153
2022
Q1 		$1.14M Buy
+33,096
New +$1.09M 0.09% 167

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

M Holdings Securities's PECO Position: Q2 2026 in Review

M Holdings Securities increased its Phillips Edison & Co (PECO) stake by 0% in Q2 2026, buying an estimated $40 and bringing the position to 20,475 shares worth $862K. The position accounts for 0.12% of the portfolio, ranked #98.

M Holdings Securities first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2022. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • M Holdings Securities held 20,475 shares of Phillips Edison & Co worth $862K as of Q2 2026.
  • M Holdings Securities bought 1 Phillips Edison & Co share in Q2 2026, an estimated $40.
  • Phillips Edison & Co made up 0.12% of M Holdings Securities's portfolio in Q2 2026, its #98 holding.
  • M Holdings Securities first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • M Holdings Securities's Phillips Edison & Co position peaked at $1.14M in Q1 2022.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.