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Twin Peaks Wealth Advisors’s Phillips Edison & Co PECO Stock Holding History

Twin Peaks 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 		– Sell
-868
Closed -$32.5K – 1618
2026
Q1 		$32.5K Buy
+868
New +$32.3K 0.01% 542
2025
Q3 		– Sell
-407
Closed -$13.7K – 1535
2025
Q2 		$13.7K Buy
+407
New +$14.4K ﹤0.01% 770

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's PECO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Phillips Edison & Co (PECO) in Q2 2026, closing a stake of 868 shares — an estimated $32.5K sold.

Twin Peaks Wealth Advisors first reported a position in PECO in Q2 2025 and held it in 2 quarters. The position peaked at $32.5K in Q1 2026. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Phillips Edison & Co position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 868 Phillips Edison & Co shares in Q2 2026, an estimated $32.5K.
  • Twin Peaks Wealth Advisors first reported a position in Phillips Edison & Co in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Phillips Edison & Co position peaked at $32.5K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.