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UMB Bank’s Phillips Edison & Co PECO Stock Holding History

UMB Bank’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 		$40K Buy
961
+66
+7% +$2.64K ﹤0.01% 1413
2026
Q1 		$33.5K Buy
895
+107
+14% +$3.98K ﹤0.01% 1413
2025
Q4 		$28K Buy
788
+244
+45% +$8.47K ﹤0.01% 1442
2025
Q3 		$18.7K Buy
544
+1
+0.2% +$35 ﹤0.01% 1466
2025
Q2 		$19K Buy
543
+98
+22% +$3.47K ﹤0.01% 1389
2025
Q1 		$16.2K Buy
445
+120
+37% +$4.33K ﹤0.01% 1389
2024
Q4 		$12.2K Buy
325
+12
+4% +$457 ﹤0.01% 1410
2024
Q3 		$11.8K Buy
313
+225
+256% +$8.03K ﹤0.01% 1419
2024
Q2 		$2.88K Buy
88
+37
+73% +$1.21K ﹤0.01% 1636
2024
Q1 		$1.83K Buy
+51
New +$1.8K ﹤0.01% 1566
2023
Q3 		– Sell
-707
Closed -$24.1K – 1731
2023
Q2 		$24.1K Buy
+707
New +$22.1K ﹤0.01% 1046

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

UMB Bank's PECO Position: Q2 2026 in Review

UMB Bank increased its Phillips Edison & Co (PECO) stake by 7.4% in Q2 2026, buying an estimated $2.64K and bringing the position to 961 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

UMB Bank first reported a position in PECO in Q2 2023 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • UMB Bank held 961 shares of Phillips Edison & Co worth $40K as of Q2 2026.
  • UMB Bank bought 66 Phillips Edison & Co shares in Q2 2026, an estimated $2.64K.
  • Phillips Edison & Co made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1413 holding.
  • UMB Bank first reported a position in Phillips Edison & Co in Q2 2023 and has held it in 11 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.