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
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

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 $3.37T 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

Rossby Financial's PECO Position: Q2 2026 in Review

Rossby Financial increased its Phillips Edison & Co (PECO) stake by 0.29% in Q2 2026, buying an estimated $360 and bringing the position to 3,072 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #492.

Rossby Financial first reported a position in PECO in Q1 2025 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Rossby Financial held 3,072 shares of Phillips Edison & Co worth $128K as of Q2 2026.
  • Rossby Financial bought 9 Phillips Edison & Co shares in Q2 2026, an estimated $360.
  • Phillips Edison & Co made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #492 holding.
  • Rossby Financial first reported a position in Phillips Edison & Co in Q1 2025 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.