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Transamerica Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

Transamerica Financial 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
-6
Closed -$214 – 2061
2025
Q4 		$214 Buy
+6
New +$208 ﹤0.01% 1519

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Transamerica Financial Advisors's PECO Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Phillips Edison & Co (PECO) in Q1 2026, closing a stake of 6 shares — an estimated $214 sold.

Transamerica Financial Advisors first reported a position in PECO in Q4 2025 and held it in 1 quarter. The position peaked at $214 in Q4 2025. 441 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Phillips Edison & Co position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 6 Phillips Edison & Co shares in Q1 2026, an estimated $214.
  • Transamerica Financial Advisors first reported a position in Phillips Edison & Co in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Phillips Edison & Co position peaked at $214 in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.