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

Merit 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	$397K	Buy	9,542 +165	+2%	+$6.59K	﹤0.01%	1636
2026 Q1	$351K	Buy	9,377 +2,255	+32%	+$83.8K	﹤0.01%	1573
2025 Q4	$253K	Sell	7,122 -3,350	-32%	-$116K	﹤0.01%	1666
2025 Q3	$360K	Buy	10,472 +3,354	+47%	+$116K	﹤0.01%	1337
2025 Q2	$249K	Buy	7,118 +1,255	+21%	+$44.4K	﹤0.01%	1433
2025 Q1	$214K	Buy	+5,863	New	+$212K	﹤0.01%	1266

Other funds holding PECO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group's PECO Position: Q2 2026 in Review

Merit Financial Group increased its Phillips Edison & Co (PECO) stake by 1.8% in Q2 2026, buying an estimated $6.59K and bringing the position to 9,542 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Merit Financial Group first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Merit Financial Group held 9,542 shares of Phillips Edison & Co worth $397K as of Q2 2026.
Merit Financial Group bought 165 Phillips Edison & Co shares in Q2 2026, an estimated $6.59K.
Phillips Edison & Co made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1636 holding.
Merit Financial Group first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.