SageView Advisory Group’s Phillips Edison & Co PECO Stock Holding History

SageView Advisory 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 Q1	–	Sell	-10,595	Closed	-$377K	–	1893
2025 Q4	$377K	Buy	10,595 +210	+2%	+$7.29K	0.01%	419
2025 Q3	$357K	Buy	10,385 +105	+1%	+$3.64K	0.01%	463
2025 Q2	$352K	Sell	10,280 -724	-7%	-$25.6K	0.01%	447
2025 Q1	$402K	Buy	11,004 +128	+1%	+$4.62K	0.02%	390
2024 Q4	$407K	Buy	+10,876	New	+$414K	0.02%	379
2024 Q1	–	Sell	-6,813	Closed	-$242K	–	715
2023 Q4	$242K	Buy	+6,813	New	+$238K	0.01%	575

Other funds holding PECO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's PECO Position: Q1 2026 in Review

SageView Advisory Group sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 10,595 shares — an estimated $377K sold.

SageView Advisory Group first reported a position in PECO in Q4 2023 and held it in 6 quarters. The position peaked at $407K in Q4 2024. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

SageView Advisory Group reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 10,595 Phillips Edison & Co shares in Q1 2026, an estimated $377K.
SageView Advisory Group first reported a position in Phillips Edison & Co in Q4 2023 and held it in 6 quarters.
SageView Advisory Group's Phillips Edison & Co position peaked at $407K in Q4 2024.
441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.