Blankinship & Foster, LLC PECO β€” PHILLIPS EDISON & CO INC

Ownership history in Blankinship & Foster, LLC  Β·  4 quarters on record

AI Ownership Summary

Blankinship & Foster, LLC reported PHILLIPS EDISON & CO INC (PECO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.21% in 2026 Q1. The latest visible filing shows PECO at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PECO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blankinship & Foster, LLC's position in PHILLIPS EDISON & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PECO was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blankinship & Foster, LLC held PECO β€” position size vs. price
% of Fund (quarterly)    PECO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 25,558 β€” 0% 0.21% $956K 2026-04-17 $39.59
2025 Q4 UNCHANGED β€” β€” β€” 25,558 β€” 0% 0.20% $909K 2026-01-23 $35.01
2025 Q3 ADDED β€” β€” β€” 25,558 +16 +0.1% 0.19% $877K 2025-11-03 $33.28
2025 Q2 INITIATED β€” β€” β€” 25,542 β€” β€” 0.21% $895K 2025-08-08 $32.16

FAQ About Blankinship & Foster, LLC and PECO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blankinship & Foster, LLC reported owning PECO?

Blankinship & Foster, LLC reported PECO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PECO position in Blankinship & Foster, LLC's portfolio?

The largest reported portfolio weight for PECO was 0.21% in 2026 Q1.

What is the latest reported PECO position on this page?

The most recent filing on this page is 2026 Q1, when Blankinship & Foster, LLC reported 25,558 shares, equal to 0.21% of portfolio, with an estimated market value of $956K.

What does the chart on this PECO ownership page compare?

The chart compares Blankinship & Foster, LLC's quarterly PECO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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