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TFB Advisors’s Phillips Edison & Co PECO Stock Holding History

TFB Advisors’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 		– Sell
-9,345
Closed -$332K – 277
2025
Q4 		$332K Hold
9,345
– – 0.09% 231
2025
Q3 		$315K Buy
+9,345
New +$324K 0.09% 234

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

TFB Advisors's PECO Position: Q1 2026 in Review

TFB Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 9,345 shares — an estimated $332K sold.

TFB Advisors first reported a position in PECO in Q3 2025 and held it in 2 quarters. The position peaked at $332K in Q4 2025. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • TFB Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 9,345 Phillips Edison & Co shares in Q1 2026, an estimated $332K.
  • TFB Advisors first reported a position in Phillips Edison & Co in Q3 2025 and held it in 2 quarters.
  • TFB Advisors's Phillips Edison & Co position peaked at $332K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.