Plante Moran Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Plante Moran Financial Advisors’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	$1.12K	Buy	+27	New	+$1.08K	﹤0.01%	869

Other funds holding PECO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plante Moran Financial Advisors's PECO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 27 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Plante Moran Financial Advisors held 27 shares of Phillips Edison & Co worth $1.12K as of Q2 2026.
Phillips Edison & Co was a new Plante Moran Financial Advisors position in Q2 2026.
Phillips Edison & Co made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #869 holding.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.