SWP
PECO icon

Strategic Wealth Partners’s Phillips Edison & Co PECO Stock Holding History

Strategic Wealth Partners’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
Q1 		$22.1K Hold
591
– – ﹤0.01% 686
2025
Q4 		$21K Hold
591
– – ﹤0.01% 690
2025
Q3 		$20.3K Hold
591
– – ﹤0.01% 725
2025
Q2 		$20.7K Buy
+591
New +$20.9K ﹤0.01% 644

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Wealth Partners's PECO Position: Q1 2026 in Review

Strategic Wealth Partners held its Phillips Edison & Co (PECO) position steady in Q1 2026 at 591 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Strategic Wealth Partners first reported a position in PECO in Q2 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Strategic Wealth Partners held 591 shares of Phillips Edison & Co worth $22.1K as of Q1 2026.
  • Strategic Wealth Partners left its Phillips Edison & Co share count unchanged in Q1 2026.
  • Phillips Edison & Co made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #686 holding.
  • Strategic Wealth Partners first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.