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Rialto Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Rialto Wealth Management’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 		$1.21K Hold
29
– – ﹤0.01% 1291
2026
Q1 		$1.09K Buy
29
+14
+93% +$520 ﹤0.01% 1075
2025
Q4 		$534 Hold
15
– – ﹤0.01% 1236
2025
Q3 		$515 Buy
+15
New +$520 ﹤0.01% 1221

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's PECO Position: Q2 2026 in Review

Rialto Wealth Management held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 29 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Rialto Wealth Management first reported a position in PECO in Q3 2025 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Rialto Wealth Management held 29 shares of Phillips Edison & Co worth $1.21K as of Q2 2026.
  • Rialto Wealth Management left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1291 holding.
  • Rialto Wealth Management first reported a position in Phillips Edison & Co in Q3 2025 and has held it in 4 quarters since.
  • 447 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.