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Steward Partners Investment Advisory’s Phillips Edison & Co PECO Stock Holding History

Steward Partners Investment Advisory’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 		$61.5K Hold
1,478
– – ﹤0.01% 2827
2026
Q1 		$55.3K Sell
1,478
-500
-25% -$18.6K ﹤0.01% 2726
2025
Q4 		$70.4K Buy
1,978
+478
+32% +$16.6K ﹤0.01% 2493
2025
Q3 		$51.5K Hold
1,500
– – ﹤0.01% 2595
2025
Q2 		$52.5K Sell
1,500
-315
-17% -$11.1K ﹤0.01% 2450
2025
Q1 		$66.2K Hold
1,815
– – ﹤0.01% 2235
2024
Q4 		$68K Hold
1,815
– – ﹤0.01% 2177
2024
Q3 		$68.4K Sell
1,815
-1,133
-38% -$40.4K ﹤0.01% 2073
2024
Q2 		$96.4K Hold
2,948
– – ﹤0.01% 1801
2024
Q1 		$106K Buy
2,948
+1,133
+62% +$40K ﹤0.01% 1738
2023
Q4 		$66.2K Hold
1,815
– – ﹤0.01% 1854
2023
Q3 		$60.9K Hold
1,815
– – ﹤0.01% 1813
2023
Q2 		$61.9K Hold
1,815
– – ﹤0.01% 1793
2023
Q1 		$59.2K Hold
1,815
– – ﹤0.01% 1801
2022
Q4 		$57.8K Hold
1,815
– – ﹤0.01% 1776
2022
Q3 		$51K Sell
1,815
-1,907
-51% -$62.7K ﹤0.01% 1776
2022
Q2 		$124K Buy
3,722
+577
+18% +$19.6K ﹤0.01% 1410
2022
Q1 		$108K Buy
3,145
+165
+6% +$5.42K ﹤0.01% 1575
2021
Q4 		$98K Buy
2,980
+375
+14% +$12K ﹤0.01% 1613
2021
Q3 		$80K Buy
+2,605
New +$76.5K ﹤0.01% 1657

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

Steward Partners Investment Advisory's PECO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Phillips Edison & Co (PECO) position steady in Q2 2026 at 1,478 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Steward Partners Investment Advisory first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $124K in Q2 2022. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Steward Partners Investment Advisory held 1,478 shares of Phillips Edison & Co worth $61.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its Phillips Edison & Co share count unchanged in Q2 2026.
  • Phillips Edison & Co made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2827 holding.
  • Steward Partners Investment Advisory first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Phillips Edison & Co position peaked at $124K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.