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Pinnacle Wealth Planning Services’s Phillips Edison & Co PECO Stock Holding History

Pinnacle Wealth Planning Services’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 		$107K Buy
2,872
+406
+16% +$15.1K 0.01% 757
2025
Q4 		$87.7K Buy
+2,466
New +$85.6K 0.01% 852

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's PECO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Phillips Edison & Co (PECO) stake by 16% in Q1 2026, buying an estimated $15.1K and bringing the position to 2,872 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #757.

Pinnacle Wealth Planning Services first reported a position in PECO in Q4 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,872 shares of Phillips Edison & Co worth $107K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 406 Phillips Edison & Co shares in Q1 2026, an estimated $15.1K.
  • Phillips Edison & Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #757 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.