Wells Fargo
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Wells Fargo’s Phillips Edison & Co PECO Stock Holding History

Wells Fargo’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 		$5.1M Buy
122,448
+64,612
+112% +$2.58M ﹤0.01% 2826
2026
Q1 		$2.16M Sell
57,836
-92,650
-62% -$3.44M ﹤0.01% 3214
2025
Q4 		$5.35M Buy
150,486
+49,376
+49% +$1.71M ﹤0.01% 2613
2025
Q3 		$3.47M Buy
101,110
+14,288
+16% +$495K ﹤0.01% 2883
2025
Q2 		$3.04M Buy
86,822
+8,630
+11% +$305K ﹤0.01% 2879
2025
Q1 		$2.85M Buy
78,192
+1,519
+2% +$54.9K ﹤0.01% 2879
2024
Q4 		$2.87M Buy
76,673
+17,392
+29% +$663K ﹤0.01% 2907
2024
Q3 		$2.24M Buy
59,281
+1,905
+3% +$68K ﹤0.01% 2976
2024
Q2 		$1.88M Buy
57,376
+3,953
+7% +$129K ﹤0.01% 3017
2024
Q1 		$1.92M Buy
53,423
+9,830
+23% +$347K ﹤0.01% 3007
2023
Q4 		$1.59M Buy
43,593
+9,869
+29% +$345K ﹤0.01% 3096
2023
Q3 		$1.13M Sell
33,724
-27,729
-45% -$959K ﹤0.01% 3245
2023
Q2 		$2.09M Buy
61,453
+28,549
+87% +$891K ﹤0.01% 2874
2023
Q1 		$1.07M Buy
32,904
+28,609
+666% +$936K ﹤0.01% 3329
2022
Q4 		$137K Sell
4,295
-2,695
-39% -$82.9K ﹤0.01% 4382
2022
Q3 		$196K Sell
6,990
-2,705
-28% -$88.9K ﹤0.01% 4258
2022
Q2 		$324K Sell
9,695
-27,247
-74% -$925K ﹤0.01% 4012
2022
Q1 		$1.27M Buy
36,942
+17,747
+92% +$583K ﹤0.01% 3683
2021
Q4 		$634K Buy
19,195
+19,100
+20,105% +$613K ﹤0.01% 4471
2021
Q3 		$3K Buy
+95
New +$2.79K ﹤0.01% 6500

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

Wells Fargo's PECO Position: Q2 2026 in Review

Wells Fargo increased its Phillips Edison & Co (PECO) stake by 112% in Q2 2026, buying an estimated $2.58M and bringing the position to 122,448 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Wells Fargo first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.35M in Q4 2025. 446 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Wells Fargo held 122,448 shares of Phillips Edison & Co worth $5.1M as of Q2 2026.
  • Wells Fargo bought 64,612 Phillips Edison & Co shares in Q2 2026, an estimated $2.58M.
  • Phillips Edison & Co made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2826 holding.
  • Wells Fargo first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • Wells Fargo's Phillips Edison & Co position peaked at $5.35M in Q4 2025.
  • 446 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.