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Sequoia Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Sequoia Financial Advisors’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 		$904K Buy
21,728
+6,216
+40% +$248K ﹤0.01% 998
2026
Q1 		$580K Sell
15,512
-1,581
-9% -$58.8K ﹤0.01% 1186
2025
Q4 		$608K Buy
17,093
+3,795
+29% +$132K ﹤0.01% 1168
2025
Q3 		$457K Sell
13,298
-1,996
-13% -$69.2K ﹤0.01% 1185
2025
Q2 		$536K Sell
15,294
-1,471
-9% -$52K ﹤0.01% 964
2025
Q1 		$612K Sell
16,765
-5,887
-26% -$213K ﹤0.01% 780
2024
Q4 		$849K Buy
+22,652
New +$863K 0.01% 631

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

Sequoia Financial Advisors's PECO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Phillips Edison & Co (PECO) stake by 40% in Q2 2026, buying an estimated $248K and bringing the position to 21,728 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Sequoia Financial Advisors first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Sequoia Financial Advisors held 21,728 shares of Phillips Edison & Co worth $904K as of Q2 2026.
  • Sequoia Financial Advisors bought 6,216 Phillips Edison & Co shares in Q2 2026, an estimated $248K.
  • Phillips Edison & Co made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #998 holding.
  • Sequoia Financial Advisors first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.