Carson Wealth (CWM LLC)
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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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PEBO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Peoples Bancorp (PEBO) stake by 2.1% in Q1 2026, buying an estimated $16.2K and bringing the position to 24,541 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Carson Wealth (CWM LLC) first reported a position in PEBO in Q1 2022 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold PEBO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,541 shares of Peoples Bancorp worth $807K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 504 Peoples Bancorp shares in Q1 2026, an estimated $16.2K.
  • Peoples Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1681 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peoples Bancorp in Q1 2022 and has held it in 13 quarters since.
  • 211 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.