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True Wealth Design’s Phillips Edison & Co PECO Stock Holding History

True Wealth Design’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 		$26.7K Buy
641
+5
+0.8% +$200 0.01% 715
2026
Q1 		$23.8K Buy
636
+5
+0.8% +$186 0.01% 650
2025
Q4 		$22.5K Buy
631
+61
+11% +$2.12K 0.01% 572
2025
Q3 		$19.6K Buy
570
+5
+0.9% +$173 0.01% 624
2025
Q2 		$19.8K Buy
565
+5
+0.9% +$177 0.01% 381
2025
Q1 		$20.4K Buy
560
+5
+0.9% +$181 0.01% 339
2024
Q4 		$20.8K Buy
555
+4
+0.7% +$152 0.01% 317
2024
Q3 		$20.8K Buy
+551
New +$19.7K 0.01% 321
2024
Q1 		– Sell
-515
Closed -$18.8K – 804
2023
Q4 		$18.8K Buy
515
+5
+1% +$175 0.01% 205
2023
Q3 		$17.1K Buy
510
+4
+0.8% +$138 0.01% 185
2023
Q2 		$17.2K Buy
506
+5
+1% +$156 0.01% 193
2023
Q1 		$16.4K Buy
501
+1
+0.2% +$33 0.01% 214
2022
Q4 		$15.9K Buy
+500
New +$15.4K 0.01% 197

Other funds holding PECO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

True Wealth Design's PECO Position: Q2 2026 in Review

True Wealth Design increased its Phillips Edison & Co (PECO) stake by 0.79% in Q2 2026, buying an estimated $200 and bringing the position to 641 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #715.

True Wealth Design first reported a position in PECO in Q4 2022 and has held it in 13 quarters since. 36 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • True Wealth Design held 641 shares of Phillips Edison & Co worth $26.7K as of Q2 2026.
  • True Wealth Design bought 5 Phillips Edison & Co shares in Q2 2026, an estimated $200.
  • Phillips Edison & Co made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #715 holding.
  • True Wealth Design first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 13 quarters since.
  • 36 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.