Merit Financial Group
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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
Q3 		$490K Buy
13,131
+3,589
+38% +$145K ﹤0.01% 1585
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Merit Financial Group's PECO Position: Q3 2026 in Review

Merit Financial Group increased its Phillips Edison & Co (PECO) stake by 38% in Q3 2026, buying an estimated $145K and bringing the position to 13,131 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Merit Financial Group first reported a position in PECO in Q1 2025 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Merit Financial Group held 13,131 shares of Phillips Edison & Co worth $490K as of Q3 2026.
  • Merit Financial Group bought 3,589 Phillips Edison & Co shares in Q3 2026, an estimated $145K.
  • Phillips Edison & Co made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1585 holding.
  • Merit Financial Group first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.