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

Newbridge Financial Services 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 		$366K Buy
8,798
+2,503
+40% +$100K 0.05% 186
2026
Q1 		$236K Buy
6,295
+4
+0.1% +$149 0.04% 201
2025
Q4 		$224K Sell
6,291
-496
-7% -$17.2K 0.03% 220
2025
Q3 		$233K Buy
6,787
+460
+7% +$15.9K 0.03% 268
2025
Q2 		$222K Sell
6,327
-57
-0.9% -$2.02K 0.04% 271
2025
Q1 		$233K Sell
6,384
-2,468
-28% -$89.2K 0.06% 179
2024
Q4 		$332K Buy
8,852
+3
+0% +$114 0.09% 160
2024
Q3 		$334K Buy
8,849
+1,795
+25% +$64K 0.12% 116
2024
Q2 		$231K Sell
7,054
-726
-9% -$23.7K 0.09% 167
2024
Q1 		$279K Buy
7,780
+1,625
+26% +$57.4K 0.12% 147
2023
Q4 		$225K Sell
6,155
-323
-5% -$11.3K 0.11% 175
2023
Q3 		$217K Sell
6,478
-699
-10% -$24.2K 0.11% 182
2023
Q2 		$245K Buy
7,177
+5,160
+256% +$161K 0.12% 175
2023
Q1 		$65.8K Sell
2,017
-13
-0.6% -$425 0.03% 404
2022
Q4 		$64.6K Sell
2,030
-996
-33% -$30.6K 0.04% 396
2022
Q3 		$85K Buy
3,026
+2
+0.1% +$66 0.05% 319
2022
Q2 		$101K Sell
3,024
-608
-17% -$20.6K 0.06% 265
2022
Q1 		$125K Buy
+3,632
New +$119K 0.06% 272

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

Newbridge Financial Services Group's PECO Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Phillips Edison & Co (PECO) stake by 40% in Q2 2026, buying an estimated $100K and bringing the position to 8,798 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #186.

Newbridge Financial Services Group first reported a position in PECO in Q1 2022 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Newbridge Financial Services Group held 8,798 shares of Phillips Edison & Co worth $366K as of Q2 2026.
  • Newbridge Financial Services Group bought 2,503 Phillips Edison & Co shares in Q2 2026, an estimated $100K.
  • Phillips Edison & Co made up 0.05% of Newbridge Financial Services Group's portfolio in Q2 2026, its #186 holding.
  • Newbridge Financial Services Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 18 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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