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Savant Capital’s Phillips Edison & Co PECO Stock Holding History

Savant Capital’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 		$515K Buy
12,956
+6,320
+95% +$252K ﹤0.01% 1200
2026
Q1 		$248K Buy
6,636
+806
+14% +$30K ﹤0.01% 1286
2025
Q4 		$207K Sell
5,830
-3,471
-37% -$120K ﹤0.01% 1277
2025
Q3 		$319K Sell
9,301
-802
-8% -$27.8K ﹤0.01% 1001
2025
Q2 		$354K Buy
10,103
+1,030
+11% +$36.4K ﹤0.01% 890
2025
Q1 		$331K Buy
9,073
+89
+1% +$3.21K ﹤0.01% 804
2024
Q4 		$337K Buy
8,984
+68
+0.8% +$2.59K ﹤0.01% 1054
2024
Q3 		$336K Sell
8,916
-497
-5% -$17.7K ﹤0.01% 1044
2024
Q2 		$308K Buy
9,413
+647
+7% +$21.1K ﹤0.01% 969
2024
Q1 		$314K Buy
8,766
+8
+0.1% +$283 ﹤0.01% 885
2023
Q4 		$319K Buy
8,758
+8
+0.1% +$280 ﹤0.01% 686
2023
Q3 		$293K Sell
8,750
-3,326
-28% -$115K ﹤0.01% 653
2023
Q2 		$412K Buy
12,076
+3,890
+48% +$121K 0.01% 556
2023
Q1 		$267K Buy
8,186
+8
+0.1% +$262 0.01% 624
2022
Q4 		$232K Buy
8,178
+887
+12% +$27.3K 0.01% 524
2022
Q3 		$205K Buy
+7,291
New +$240K 0.01% 511

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

Savant Capital's PECO Position: Q2 2026 in Review

Savant Capital increased its Phillips Edison & Co (PECO) stake by 95% in Q2 2026, buying an estimated $252K and bringing the position to 12,956 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Savant Capital first reported a position in PECO in Q3 2022 and has held it in 16 quarters since. 445 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Savant Capital held 12,956 shares of Phillips Edison & Co worth $515K as of Q2 2026.
  • Savant Capital bought 6,320 Phillips Edison & Co shares in Q2 2026, an estimated $252K.
  • Phillips Edison & Co made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1200 holding.
  • Savant Capital first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 16 quarters since.
  • 445 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.