Pinnacle Financial Partners (Tennessee)’s Phillips Edison & Co PECO Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	–	Sell	-3,687	Closed	-$129K	–	507
2025 Q2	$129K	Sell	3,687 -5,580	-60%	-$197K	﹤0.01%	467
2025 Q1	$347K	Hold	9,267	–	–	0.01%	365
2024 Q4	$349K	Hold	9,267	–	–	0.01%	361
2024 Q3	$349K	Hold	9,267	–	–	0.01%	362
2024 Q2	$332K	Hold	9,267	–	–	0.01%	359
2024 Q1	$332K	Hold	9,267	–	–	0.01%	366
2023 Q4	$338K	Hold	9,267	–	–	0.01%	350
2023 Q3	$311K	Hold	9,267	–	–	0.01%	335
2023 Q2	$316K	Hold	9,267	–	–	0.01%	333
2023 Q1	$302K	Hold	9,267	–	–	0.01%	338
2022 Q4	$295K	Hold	9,267	–	–	0.01%	335
2022 Q3	$260K	Hold	9,267	–	–	0.01%	329
2022 Q2	$310K	Buy	+9,267	New	+$315K	0.01%	313

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PECO Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 3,687 shares — an estimated $129K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PECO in Q2 2022 and held it in 13 quarters. The position peaked at $349K in Q4 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,687 Phillips Edison & Co shares in Q3 2025, an estimated $129K.
Pinnacle Financial Partners (Tennessee) first reported a position in Phillips Edison & Co in Q2 2022 and held it in 13 quarters.
Pinnacle Financial Partners (Tennessee)'s Phillips Edison & Co position peaked at $349K in Q4 2024.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.