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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
Q2 		– Sell
-233
Closed -$8.72K – 2379
2026
Q1 		$8.72K Buy
+233
New +$8.66K ﹤0.01% 1739

Other funds holding PECO

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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

Root Financial Partners's PECO Position: Q2 2026 in Review

Root Financial Partners sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 233 shares — an estimated $8.72K sold.

Root Financial Partners first reported a position in PECO in Q1 2026 and held it in 1 quarter. The position peaked at $8.72K in Q1 2026. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Root Financial Partners reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 233 Phillips Edison & Co shares in Q2 2026, an estimated $8.72K.
  • Root Financial Partners first reported a position in Phillips Edison & Co in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Phillips Edison & Co position peaked at $8.72K in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.