Triumph Capital Management’s Phillips Edison & Co PECO Stock Holding History

Triumph Capital Management’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	$112K	Sell	3,000 -137	-4%	-$5.09K	0.02%	434
2025 Q4	$112K	Buy	+3,137	New	+$109K	0.02%	416
2024 Q1	–	Sell	-7,789	Closed	-$284K	–	251
2023 Q4	$284K	Sell	7,789 -500	-6%	-$17.5K	0.12%	155
2023 Q3	$279K	Sell	8,289 -500	-6%	-$17.3K	0.13%	164
2023 Q2	$300K	Buy	+8,789	New	+$274K	0.14%	149
2023 Q1	–	Sell	-10,985	Closed	-$351K	–	222
2022 Q4	$351K	Buy	+10,985	New	+$338K	0.19%	123

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triumph Capital Management's PECO Position: Q1 2026 in Review

Triumph Capital Management reduced its Phillips Edison & Co (PECO) stake by 4.4% in Q1 2026, selling an estimated $5.09K and leaving 3,000 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #434.

Triumph Capital Management first reported a position in PECO in Q4 2022 and has held it in 6 quarters since. The position peaked at $351K in Q4 2022. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

Triumph Capital Management held 3,000 shares of Phillips Edison & Co worth $112K as of Q1 2026.
Triumph Capital Management sold 137 Phillips Edison & Co shares in Q1 2026, an estimated $5.09K.
Phillips Edison & Co made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #434 holding.
Triumph Capital Management first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 6 quarters since.
Triumph Capital Management's Phillips Edison & Co position peaked at $351K in Q4 2022.
439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.