RF
PECO icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rossby Financial's PECO Position: Q1 2026 in Review

Rossby Financial increased its Phillips Edison & Co (PECO) stake by 1.6% in Q1 2026, buying an estimated $1.75K and bringing the position to 3,063 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #509.

Rossby Financial first reported a position in PECO in Q1 2025 and has held it in 5 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Rossby Financial held 3,063 shares of Phillips Edison & Co worth $114K as of Q1 2026.
  • Rossby Financial bought 47 Phillips Edison & Co shares in Q1 2026, an estimated $1.75K.
  • Phillips Edison & Co made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #509 holding.
  • Rossby Financial first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 5 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.