Rossby Financial
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Rossby Financial’s Phillips Edison & Co PECO Stock Holding History

Rossby 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
Q3 		$118K Buy
3,173
+101
+3% +$4.07K 0.02% 643
2026
Q2 		$128K Buy
3,072
+9
+0.3% +$360 0.02% 492
2026
Q1 		$114K Buy
3,063
+47
+2% +$1.75K 0.02% 509
2025
Q4 		$107K Buy
3,016
+4
+0.1% +$139 0.03% 399
2025
Q3 		$103K Buy
3,012
+12
+0.4% +$416 0.03% 394
2025
Q2 		$105K Hold
3,000
– – 0.04% 354
2025
Q1 		$105K Buy
+3,000
New +$108K 0.04% 330

Other funds holding PECO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rossby Financial's PECO Position: Q3 2026 in Review

Rossby Financial increased its Phillips Edison & Co (PECO) stake by 3.3% in Q3 2026, buying an estimated $4.07K and bringing the position to 3,173 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #643.

Rossby Financial first reported a position in PECO in Q1 2025 and has held it in 7 quarters since. The position peaked at $128K in Q2 2026. 242 funds tracked by Wall St. Rank hold PECO as of Q3 2026.

  • Rossby Financial held 3,173 shares of Phillips Edison & Co worth $118K as of Q3 2026.
  • Rossby Financial bought 101 Phillips Edison & Co shares in Q3 2026, an estimated $4.07K.
  • Phillips Edison & Co made up 0.02% of Rossby Financial's portfolio in Q3 2026, its #643 holding.
  • Rossby Financial first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 7 quarters since.
  • Rossby Financial's Phillips Edison & Co position peaked at $128K in Q2 2026.
  • 242 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.