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

Mars Jewett 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
Q2 		$1.14M Buy
27,419
+198
+0.7% +$7.91K 0.23% 26
2026
Q1 		$1.02M Buy
27,221
+398
+1% +$14.8K 0.32% 19
2025
Q4 		$1.01M Buy
+26,823
New +$931K 0.3% 19

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

Mars Jewett Financial Group's PECO Position: Q2 2026 in Review

Mars Jewett Financial Group increased its Phillips Edison & Co (PECO) stake by 0.73% in Q2 2026, buying an estimated $7.91K and bringing the position to 27,419 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #26.

Mars Jewett Financial Group first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Mars Jewett Financial Group held 27,419 shares of Phillips Edison & Co worth $1.14M as of Q2 2026.
  • Mars Jewett Financial Group bought 198 Phillips Edison & Co shares in Q2 2026, an estimated $7.91K.
  • Phillips Edison & Co made up 0.23% of Mars Jewett Financial Group's portfolio in Q2 2026, its #26 holding.
  • Mars Jewett Financial Group first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Mars Jewett Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.