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Noble Wealth Management PBC’s Phillips Edison & Co PECO Stock Holding History

Noble Wealth Management PBC’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 		– Sell
-88
Closed -$3.66K – 851
2026
Q2 		$3.66K Buy
+88
New +$3.52K ﹤0.01% 539

Other funds holding PECO

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Noble Wealth Management PBC's PECO Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of Phillips Edison & Co (PECO) in Q3 2026, closing a stake of 88 shares — an estimated $3.66K sold.

Noble Wealth Management PBC first reported a position in PECO in Q2 2026 and held it in 1 quarter. The position peaked at $3.66K in Q2 2026. 25 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining Phillips Edison & Co position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 88 Phillips Edison & Co shares in Q3 2026, an estimated $3.66K.
  • Noble Wealth Management PBC first reported a position in Phillips Edison & Co in Q2 2026 and held it in 1 quarter.
  • Noble Wealth Management PBC's Phillips Edison & Co position peaked at $3.66K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.