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Coldstream Capital Management’s Peoples Bancorp PEBO Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-299
Closed -$8.87K – 2696
2025
Q1 		$8.87K Buy
+299
New +$9.39K ﹤0.01% 2435

Other funds holding PEBO

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Coldstream Capital Management's PEBO Position: Q2 2025 in Review

Coldstream Capital Management sold out of Peoples Bancorp (PEBO) in Q2 2025, closing a stake of 299 shares — an estimated $8.87K sold.

Coldstream Capital Management first reported a position in PEBO in Q1 2025 and held it in 1 quarter. The position peaked at $8.87K in Q1 2025. 181 funds tracked by Wall St. Rank hold PEBO as of Q2 2025.

  • Coldstream Capital Management reported no remaining Peoples Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 299 Peoples Bancorp shares in Q2 2025, an estimated $8.87K.
  • Coldstream Capital Management first reported a position in Peoples Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Peoples Bancorp position peaked at $8.87K in Q1 2025.
  • 181 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.