Wells Fargo
PECO icon

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
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 $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