Carson Wealth (CWM LLC)
PEBO icon

Carson Wealth (CWM LLC)’s Peoples Bancorp PEBO Stock Holding History

Carson Wealth (CWM LLC)’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 		$807K Buy
24,541
+504
+2% +$16.2K ﹤0.01% 1681
2025
Q4 		$722K Buy
24,037
+2,606
+12% +$77.4K ﹤0.01% 1690
2025
Q3 		$643K Buy
21,431
+13,583
+173% +$412K ﹤0.01% 1656
2025
Q2 		$240K Buy
7,848
+2,872
+58% +$83.9K ﹤0.01% 2013
2025
Q1 		$148K Buy
4,976
+2,311
+87% +$72.6K ﹤0.01% 2111
2024
Q4 		$84K Buy
2,665
+805
+43% +$26.4K ﹤0.01% 2407
2024
Q3 		$56K Buy
1,860
+1,552
+504% +$48.1K ﹤0.01% 2604
2024
Q2 		$9K Buy
308
+242
+367% +$7.03K ﹤0.01% 3621
2024
Q1 		$2K Buy
+66
New +$1.94K ﹤0.01% 4021
2023
Q2 		– Sell
-36
Closed -$1K – 4395
2023
Q1 		$1K Buy
36
+10
+38% +$288 ﹤0.01% 3890
2022
Q4 		$1K Buy
+26
New +$765 ﹤0.01% 3808
2022
Q3 		– Sell
-14
Closed – – 4118
2022
Q2 		$0 Sell
14
-66
-83% -$1.87K ﹤0.01% 4024
2022
Q1 		$3K Buy
+80
New +$2.6K ﹤0.01% 3061

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