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StoneX Group’s Phillips Edison & Co PECO Stock Holding History

StoneX 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
2025
Q3 		– Sell
-6,786
Closed -$238K – 994
2025
Q2 		$238K Buy
+6,786
New +$240K 0.01% 728
2023
Q3 		– Sell
-7,947
Closed -$271K – 446
2023
Q2 		$271K Buy
7,947
+1,143
+17% +$35.7K 0.15% 208
2023
Q1 		$223K Sell
6,804
-242
-3% -$7.92K 0.13% 257
2022
Q4 		$225K Buy
+7,046
New +$217K 0.03% 377

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

StoneX Group's PECO Position: Q3 2025 in Review

StoneX Group sold out of Phillips Edison & Co (PECO) in Q3 2025, closing a stake of 6,786 shares — an estimated $238K sold.

StoneX Group first reported a position in PECO in Q4 2022 and held it in 4 quarters. The position peaked at $271K in Q2 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2025.

  • StoneX Group reported no remaining Phillips Edison & Co position as of Q3 2025 after selling out during the quarter.
  • StoneX Group sold 6,786 Phillips Edison & Co shares in Q3 2025, an estimated $238K.
  • StoneX Group first reported a position in Phillips Edison & Co in Q4 2022 and held it in 4 quarters.
  • StoneX Group's Phillips Edison & Co position peaked at $271K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2025.

Based on StoneX Group's 13F filing for Q3 2025, filed 14 Nov 2025.