Parkside Financial Bank & Trust’s Phillips Edison & Co PECO Stock Holding History

Parkside Financial Bank & Trust’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	$1.83K	Hold	49	–	–	﹤0.01%	2148
2025 Q4	$1.74K	Buy	49 +20	+69%	+$694	﹤0.01%	2153
2025 Q3	$996	Sell	29 -30	-51%	-$1.04K	﹤0.01%	2289
2025 Q2	$2.07K	Sell	59 -1	-2%	-$35	﹤0.01%	1994
2025 Q1	$2.19K	Buy	60 +53	+757%	+$1.92K	﹤0.01%	1859
2024 Q4	$263	Sell	7 -1	-13%	-$38	﹤0.01%	2010
2024 Q3	$302	Buy	8 +1	+14%	+$36	﹤0.01%	1922
2024 Q2	$229	Sell	7 -4	-36%	-$130	﹤0.01%	1922
2024 Q1	$395	Hold	11	–	–	﹤0.01%	1802
2023 Q4	$402	Sell	11 -96	-90%	-$3.36K	﹤0.01%	1794
2023 Q3	$3.59K	Sell	107 -8	-7%	-$277	﹤0.01%	1483
2023 Q2	$3.92K	Buy	+115	New	+$3.59K	﹤0.01%	1456
2022 Q2	–	Sell	-1,382	Closed	-$48K	–	1913
2022 Q1	$48K	Buy	+1,382	New	+$45.4K	0.01%	561

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkside Financial Bank & Trust's PECO Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 49 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Parkside Financial Bank & Trust first reported a position in PECO in Q1 2022 and has held it in 13 quarters since. The position peaked at $48K in Q1 2022. 440 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Parkside Financial Bank & Trust held 49 shares of Phillips Edison & Co worth $1.83K as of Q1 2026.
Parkside Financial Bank & Trust left its Phillips Edison & Co share count unchanged in Q1 2026.
Phillips Edison & Co made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2148 holding.
Parkside Financial Bank & Trust first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 13 quarters since.
Parkside Financial Bank & Trust's Phillips Edison & Co position peaked at $48K in Q1 2022.
440 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.