Zurich Cantonal Bank
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Zurich Cantonal Bank’s Phillips Edison & Co PECO Stock Holding History

Zurich Cantonal 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 		$4.84M Buy
116,223
+1,560
+1% +$62.3K 0.01% 716
2026
Q1 		$4.29M Buy
114,663
+26,838
+31% +$997K 0.01% 703
2025
Q4 		$3.12M Buy
87,825
+5,654
+7% +$196K 0.01% 781
2025
Q3 		$2.82M Sell
82,171
-3,015
-4% -$104K 0.01% 775
2025
Q2 		$2.98M Buy
85,186
+4,801
+6% +$170K 0.01% 718
2025
Q1 		$2.93M Buy
80,385
+1,351
+2% +$48.8K 0.01% 704
2024
Q4 		$2.96M Buy
79,034
+23,426
+42% +$892K 0.01% 721
2024
Q3 		$2.1M Buy
55,608
+885
+2% +$31.6K 0.01% 783
2024
Q2 		$1.79M Buy
54,723
+7,397
+16% +$241K 0.01% 793
2024
Q1 		$1.7M Sell
47,326
-1,150
-2% -$40.6K 0.01% 813
2023
Q4 		$1.77M Sell
48,476
-186
-0.4% -$6.5K 0.01% 779
2023
Q3 		$1.63M Buy
48,662
+2,880
+6% +$99.6K 0.01% 766
2023
Q2 		$1.56M Buy
45,782
+4,825
+12% +$151K 0.01% 773
2023
Q1 		$1.34M Buy
40,957
+1,214
+3% +$39.7K 0.01% 791
2022
Q4 		$1.27M Buy
39,743
+4,578
+13% +$141K 0.01% 789
2022
Q3 		$986K Buy
35,165
+1,182
+3% +$38.9K 0.01% 853
2022
Q2 		$1.14M Buy
+33,983
New +$1.15M 0.01% 818
2022
Q1 		– Sell
-6,021
Closed -$199K – 2812
2021
Q4 		$199K Buy
+6,021
New +$193K ﹤0.01% 2069

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

Zurich Cantonal Bank's PECO Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Phillips Edison & Co (PECO) stake by 1.4% in Q2 2026, buying an estimated $62.3K and bringing the position to 116,223 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #716.

Zurich Cantonal Bank first reported a position in PECO in Q4 2021 and has held it in 18 quarters since. 444 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Zurich Cantonal Bank held 116,223 shares of Phillips Edison & Co worth $4.84M as of Q2 2026.
  • Zurich Cantonal Bank bought 1,560 Phillips Edison & Co shares in Q2 2026, an estimated $62.3K.
  • Phillips Edison & Co made up 0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #716 holding.
  • Zurich Cantonal Bank first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 18 quarters since.
  • 444 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.