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PFG Investments’s Phillips Edison & Co PECO Stock Holding History

PFG Investments’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 		$1.22M Buy
29,426
+49
+0.2% +$1.96K 0.05% 341
2026
Q1 		$1.1M Sell
29,377
-420
-1% -$15.6K 0.05% 341
2025
Q4 		$1.06M Sell
29,797
-922
-3% -$32K 0.05% 331
2025
Q3 		$1.05M Buy
30,719
+2,299
+8% +$79.7K 0.05% 318
2025
Q2 		$996K Buy
28,420
+1,053
+4% +$37.3K 0.06% 310
2025
Q1 		$999K Buy
27,367
+56
+0.2% +$2.02K 0.06% 304
2024
Q4 		$1.02M Sell
27,311
-1,670
-6% -$63.6K 0.06% 288
2024
Q3 		$1.09M Sell
28,981
-5,354
-16% -$191K 0.07% 278
2024
Q2 		$1.12M Sell
34,335
-2,484
-7% -$81K 0.08% 235
2024
Q1 		$1.32M Buy
36,819
+29,508
+404% +$1.04M 0.08% 273
2023
Q4 		$267K Buy
7,311
+276
+4% +$9.65K 0.05% 381
2023
Q3 		$236K Sell
7,035
-7,845
-53% -$271K 0.04% 418
2023
Q2 		$507K Sell
14,880
-383
-3% -$12K 0.09% 241
2023
Q1 		$498K Buy
+15,263
New +$499K 0.1% 231

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

PFG Investments's PECO Position: Q2 2026 in Review

PFG Investments increased its Phillips Edison & Co (PECO) stake by 0.17% in Q2 2026, buying an estimated $1.96K and bringing the position to 29,426 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #341.

PFG Investments first reported a position in PECO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2024. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • PFG Investments held 29,426 shares of Phillips Edison & Co worth $1.22M as of Q2 2026.
  • PFG Investments bought 49 Phillips Edison & Co shares in Q2 2026, an estimated $1.96K.
  • Phillips Edison & Co made up 0.05% of PFG Investments's portfolio in Q2 2026, its #341 holding.
  • PFG Investments first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Phillips Edison & Co position peaked at $1.32M in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.