SFG
PECO icon

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

Southern 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 		$271K Buy
6,499
+49
+0.8% +$1.96K 0.07% 73
2026
Q1 		$241K Buy
6,450
+61
+1% +$2.27K 0.07% 75
2025
Q4 		$227K Buy
+6,389
New +$222K 0.07% 73

Other funds holding PECO

DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Southern Financial Group increased its Phillips Edison & Co (PECO) stake by 0.76% in Q2 2026, buying an estimated $1.96K and bringing the position to 6,499 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #73.

Southern Financial Group first reported a position in PECO in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Southern Financial Group held 6,499 shares of Phillips Edison & Co worth $271K as of Q2 2026.
  • Southern Financial Group bought 49 Phillips Edison & Co shares in Q2 2026, an estimated $1.96K.
  • Phillips Edison & Co made up 0.07% of Southern Financial Group's portfolio in Q2 2026, its #73 holding.
  • Southern Financial Group first reported a position in Phillips Edison & Co in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.