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Stonebridge Financial Group (Pennsylvania)’s Phillips Edison & Co PECO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$442K Sell
10,614
-117
-1% -$4.67K 0.03% 189
2026
Q1 		$402K Hold
10,731
– – 0.03% 185
2025
Q4 		$382K Hold
10,731
– – 0.03% 192
2025
Q3 		$368K Hold
10,731
– – 0.03% 187
2025
Q2 		$376K Hold
10,731
– – 0.04% 178
2025
Q1 		$392K Hold
10,731
– – 0.04% 165
2024
Q4 		$402K Buy
+10,731
New +$409K 0.04% 169

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Group (Pennsylvania)'s PECO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Phillips Edison & Co (PECO) stake by 1.1% in Q2 2026, selling an estimated $4.67K and leaving 10,614 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #189.

Stonebridge Financial Group (Pennsylvania) first reported a position in PECO in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 10,614 shares of Phillips Edison & Co worth $442K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 117 Phillips Edison & Co shares in Q2 2026, an estimated $4.67K.
  • Phillips Edison & Co made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #189 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Phillips Edison & Co in Q4 2024 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.