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Accredited Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Accredited Wealth Management’s Portfolio PEBO Stock Details PEBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10.6K Buy
2,184
+1,834
+524% +$55.6K 0.01% 257
2025
Q2 		$10.7K Buy
350
+100
+40% +$2.92K 0.01% 256
2025
Q1 		$7.42K Buy
+250
New +$7.85K 0.01% 268

Other funds holding PEBO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Accredited Wealth Management's PEBO Position: Q3 2025 in Review

Accredited Wealth Management increased its Peoples Bancorp (PEBO) stake by 524% in Q3 2025, buying an estimated $55.6K and bringing the position to 2,184 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Accredited Wealth Management first reported a position in PEBO in Q1 2025 and has held it in 3 quarters since. The position peaked at $10.7K in Q2 2025. 199 funds tracked by Wall St. Rank hold PEBO as of Q3 2025.

  • Accredited Wealth Management held 2,184 shares of Peoples Bancorp worth $10.6K as of Q3 2025.
  • Accredited Wealth Management bought 1,834 Peoples Bancorp shares in Q3 2025, an estimated $55.6K.
  • Peoples Bancorp made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #257 holding.
  • Accredited Wealth Management first reported a position in Peoples Bancorp in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Peoples Bancorp position peaked at $10.7K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.