CAPTRUST Financial Advisors
PEBO icon

CAPTRUST Financial Advisors’s Peoples Bancorp PEBO Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$203K Buy
+6,190
New +$200K ﹤0.01% 2673
2022
Q3 		– Sell
-609
Closed -$16K – 3451
2022
Q2 		$16K Sell
609
-86
-12% -$2.44K ﹤0.01% 3499
2022
Q1 		$22K Sell
695
-23
-3% -$746 ﹤0.01% 3330
2021
Q4 		$23K Sell
718
-325
-31% -$10.4K ﹤0.01% 3205
2021
Q3 		$33K Buy
1,043
+530
+103% +$16K ﹤0.01% 2848
2021
Q2 		$15K Buy
513
+26
+5% +$846 ﹤0.01% 3312
2021
Q1 		$16K Buy
+487
New +$15.6K ﹤0.01% 3148

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $3.47B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAPTRUST Financial Advisors's PEBO Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Peoples Bancorp (PEBO) in Q1 2026: 6,190 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2673 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in PEBO as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in PEBO in Q1 2021 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold PEBO as of Q1 2026.

  • CAPTRUST Financial Advisors held 6,190 shares of Peoples Bancorp worth $203K as of Q1 2026.
  • Peoples Bancorp was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Peoples Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2673 holding.
  • CAPTRUST Financial Advisors first reported a position in Peoples Bancorp in Q1 2021 and has held it in 7 quarters since.
  • 211 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.