Raymond James Financial’s Phillips Edison & Co PECO Stock Holding History

Raymond James Financial’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	$4.64M	Sell	111,417 -25,748	-19%	-$1.03M	﹤0.01%	2795
2026 Q1	$5.13M	Buy	137,165 +32,481	+31%	+$1.21M	﹤0.01%	2575
2025 Q4	$3.72M	Buy	104,684 +2,537	+2%	+$88K	﹤0.01%	2741
2025 Q3	$3.51M	Sell	102,147 -8,968	-8%	-$311K	﹤0.01%	2729
2025 Q2	$3.89M	Buy	111,115 +4,408	+4%	+$156K	﹤0.01%	2548
2025 Q1	$3.89M	Sell	106,707 -3,846	-3%	-$139K	﹤0.01%	2496
2024 Q4	$4.14M	Buy	+110,553	New	+$4.21M	﹤0.01%	2442

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 $3.38T AUM 44.17% 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

Raymond James Financial's PECO Position: Q2 2026 in Review

Raymond James Financial reduced its Phillips Edison & Co (PECO) stake by 19% in Q2 2026, selling an estimated $1.03M and leaving 111,417 shares worth $4.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Raymond James Financial first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.13M in Q1 2026. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Raymond James Financial held 111,417 shares of Phillips Edison & Co worth $4.64M as of Q2 2026.
Raymond James Financial sold 25,748 Phillips Edison & Co shares in Q2 2026, an estimated $1.03M.
Phillips Edison & Co made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2795 holding.
Raymond James Financial first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Phillips Edison & Co position peaked at $5.13M in Q1 2026.
447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.