Three Bridge Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Three Bridge Wealth 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 Q2	$260K	Buy	6,242 +5	+0.1%	+$200	0.07%	75
2026 Q1	$234K	Buy	6,237 +6	+0.1%	+$223	0.06%	80
2025 Q4	$222K	Hold	6,231	–	–	0.06%	83
2025 Q3	$215K	Hold	6,231	–	–	0.06%	83
2025 Q2	$219K	Hold	6,231	–	–	0.06%	119
2025 Q1	$228K	Hold	6,231	–	–	0.08%	79
2024 Q4	$234K	Hold	6,231	–	–	0.08%	84
2024 Q3	$236K	Hold	6,231	–	–	0.09%	79
2024 Q2	$204K	Hold	6,231	–	–	0.08%	88
2024 Q1	$224K	Hold	6,231	–	–	0.09%	86
2023 Q4	$228K	Hold	6,231	–	–	0.08%	86
2023 Q3	$210K	Hold	6,231	–	–	0.09%	90
2023 Q2	$213K	Hold	6,231	–	–	0.09%	87
2023 Q1	$204K	Buy	+6,231	New	+$204K	0.09%	88

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Three Bridge Wealth Advisors's PECO Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Phillips Edison & Co (PECO) stake by 0.08% in Q2 2026, buying an estimated $200 and bringing the position to 6,242 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #75.

Three Bridge Wealth Advisors first reported a position in PECO in Q1 2023 and has held it in 14 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

Three Bridge Wealth Advisors held 6,242 shares of Phillips Edison & Co worth $260K as of Q2 2026.
Three Bridge Wealth Advisors bought 5 Phillips Edison & Co shares in Q2 2026, an estimated $200.
Phillips Edison & Co made up 0.07% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Three Bridge Wealth Advisors first reported a position in Phillips Edison & Co in Q1 2023 and has held it in 14 quarters since.
444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.