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Medallion Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Medallion Wealth Advisors’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 		$235K Sell
6,268
-1,109
-15% -$41.2K 0.08% 230
2025
Q4 		$262K Hold
7,377
– – 0.09% 208
2025
Q3 		$253K Hold
7,377
– – 0.09% 203
2025
Q2 		$259K Hold
7,377
– – 0.1% 193
2025
Q1 		$270K Buy
7,377
+1,487
+25% +$53.7K 0.12% 166
2024
Q4 		$216K Buy
+5,890
New +$224K 0.11% 182

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

Medallion Wealth Advisors's PECO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Phillips Edison & Co (PECO) stake by 15% in Q1 2026, selling an estimated $41.2K and leaving 6,268 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #230.

Medallion Wealth Advisors first reported a position in PECO in Q4 2024 and has held it in 6 quarters since. The position peaked at $270K in Q1 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Medallion Wealth Advisors held 6,268 shares of Phillips Edison & Co worth $235K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,109 Phillips Edison & Co shares in Q1 2026, an estimated $41.2K.
  • Phillips Edison & Co made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #230 holding.
  • Medallion Wealth Advisors first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Phillips Edison & Co position peaked at $270K in Q1 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.