Align Financial’s Peoples Bancorp PEBO Stock Holding History

Align Financial’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
2026 Q2	$227K	Hold	5,897	–	–	0.11%	76
2026 Q1	$194K	Sell	5,897 -171,190	-97%	-$5.52M	0.11%	76
2025 Q4	$177K	Buy	+177,087	New	+$5.26M	0.1%	81

Other funds holding PEBO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Align Financial's PEBO Position: Q2 2026 in Review

Align Financial held its Peoples Bancorp (PEBO) position steady in Q2 2026 at 5,897 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #76.

Align Financial first reported a position in PEBO in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

Align Financial held 5,897 shares of Peoples Bancorp worth $227K as of Q2 2026.
Align Financial left its Peoples Bancorp share count unchanged in Q2 2026.
Peoples Bancorp made up 0.11% of Align Financial's portfolio in Q2 2026, its #76 holding.
Align Financial first reported a position in Peoples Bancorp in Q4 2025 and has held it in 3 quarters since.
223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.