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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
Q2 		$123K Buy
2,955
+83
+3% +$3.32K 0.01% 758
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 $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

Pinnacle Wealth Planning Services's PECO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Phillips Edison & Co (PECO) stake by 2.9% in Q2 2026, buying an estimated $3.32K and bringing the position to 2,955 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #758.

Pinnacle Wealth Planning Services first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,955 shares of Phillips Edison & Co worth $123K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 83 Phillips Edison & Co shares in Q2 2026, an estimated $3.32K.
  • Phillips Edison & Co made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #758 holding.
  • Pinnacle Wealth Planning Services first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.