Silver Oak Securities’s Phillips Edison & Co PECO Stock Holding History

Silver Oak Securities’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	$642K	Sell	15,431 -826	-5%	-$33K	0.04%	390
2026 Q1	$608K	Sell	16,257 -280	-2%	-$10.4K	0.04%	373
2025 Q4	$593K	Hold	16,537	–	–	0.04%	416
2025 Q3	$568K	Sell	16,537 -1,500	-8%	-$52K	0.04%	389
2025 Q2	$632K	Hold	18,037	–	–	0.05%	350
2025 Q1	$649K	Hold	18,037	–	–	0.06%	320
2024 Q4	$671K	Sell	18,037 -542	-3%	-$20.6K	0.06%	315
2024 Q3	$677K	Hold	18,579	–	–	0.07%	280
2024 Q2	$608K	Sell	18,579 -10,191	-35%	-$332K	0.09%	193
2024 Q1	$1.03M	Buy	28,770 +414	+1%	+$14.6K	0.16%	142
2023 Q4	$1.03M	Sell	28,356 -414	-1%	-$14.5K	0.14%	160
2023 Q3	$965K	Buy	28,770 +414	+1%	+$14.3K	0.21%	85
2023 Q2	$966K	Buy	+28,356	New	+$885K	0.16%	136
2022 Q4	–	Sell	-28,770	Closed	-$965K	–	425
2022 Q3	$965K	Buy	+28,770	New	+$946K	0.21%	85

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Silver Oak Securities's PECO Position: Q2 2026 in Review

Silver Oak Securities reduced its Phillips Edison & Co (PECO) stake by 5.1% in Q2 2026, selling an estimated $33K and leaving 15,431 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #390.

Silver Oak Securities first reported a position in PECO in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2023. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Silver Oak Securities held 15,431 shares of Phillips Edison & Co worth $642K as of Q2 2026.
Silver Oak Securities sold 826 Phillips Edison & Co shares in Q2 2026, an estimated $33K.
Phillips Edison & Co made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #390 holding.
Silver Oak Securities first reported a position in Phillips Edison & Co in Q3 2022 and has held it in 14 quarters since.
Silver Oak Securities's Phillips Edison & Co position peaked at $1.03M in Q4 2023.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.