CCWM
PEBO icon

Cassaday & Co Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Cassaday & Co 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
2026
Q2 		$1.23K Hold
32
– – ﹤0.01% 1061
2026
Q1 		$1.05K Buy
+32
New +$1.03K ﹤0.01% 1124

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cassaday & Co Wealth Management's PEBO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Peoples Bancorp (PEBO) position steady in Q2 2026 at 32 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Cassaday & Co Wealth Management first reported a position in PEBO in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Cassaday & Co Wealth Management held 32 shares of Peoples Bancorp worth $1.23K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Peoples Bancorp share count unchanged in Q2 2026.
  • Peoples Bancorp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1061 holding.
  • Cassaday & Co Wealth Management first reported a position in Peoples Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.