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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's PECO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Phillips Edison & Co (PECO) in Q1 2026: 868 shares worth $32.5K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PECO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PECO in Q2 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PECO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 868 shares of Phillips Edison & Co worth $32.5K as of Q1 2026.
  • Phillips Edison & Co was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Phillips Edison & Co made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #542 holding.
  • Twin Peaks Wealth Advisors first reported a position in Phillips Edison & Co in Q2 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.