Root Financial Partners
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Root Financial Partners’s Phillips Edison & Co PECO Stock Holding History

Root Financial Partners’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
Q3 		$12.7K Buy
+340
New +$13.7K ﹤0.01% 1793
2026
Q2 		– Sell
-233
Closed -$8.72K – 2379
2026
Q1 		$8.72K Buy
+233
New +$8.66K ﹤0.01% 1739

Other funds holding PECO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's PECO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Phillips Edison & Co (PECO) in Q3 2026: 340 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PECO as recently as Q1 2026.

Root Financial Partners first reported a position in PECO in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Root Financial Partners held 340 shares of Phillips Edison & Co worth $12.7K as of Q3 2026.
  • Phillips Edison & Co was a new Root Financial Partners position in Q3 2026.
  • Phillips Edison & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1793 holding.
  • Root Financial Partners first reported a position in Phillips Edison & Co in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.