SageGuard Financial Group’s Phillips Edison & Co PECO Stock Holding History

SageGuard Financial Group’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	$206K	Buy	+4,940	New	+$197K	0.03%	205

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's PECO Position: Q2 2026 in Review

SageGuard Financial Group opened a new position in Phillips Edison & Co (PECO) in Q2 2026: 4,940 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings.

200 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

SageGuard Financial Group held 4,940 shares of Phillips Edison & Co worth $206K as of Q2 2026.
Phillips Edison & Co was a new SageGuard Financial Group position in Q2 2026.
Phillips Edison & Co made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #205 holding.
200 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.