Commonwealth Financial Services’s Peoples Bancorp PEBO Stock Holding History

Commonwealth Financial Services’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	$863K	Sell	22,472 -683	-3%	-$23.8K	0.12%	109
2026 Q1	$761K	Sell	23,155 -5,573	-19%	-$180K	0.12%	94
2025 Q4	$863K	Buy	28,728 +202	+0.7%	+$6K	0.14%	86
2025 Q3	$855K	Sell	28,526 -270	-0.9%	-$8.18K	0.15%	82
2025 Q2	$879K	Buy	28,796 +3,366	+13%	+$98.3K	0.17%	77
2025 Q1	$754K	Buy	25,430 +2,091	+9%	+$65.7K	0.15%	87
2024 Q4	$740K	Sell	23,339 -1,515	-6%	-$49.7K	0.15%	83
2024 Q3	$733K	Sell	24,854 -16,939	-41%	-$525K	0.14%	82
2024 Q2	$1.22M	Buy	41,793 +2,097	+5%	+$60.9K	0.25%	51
2024 Q1	$1.34M	Hold	39,696	–	–	0.32%	50
2023 Q4	$1.34M	Sell	39,696 -5,562	-12%	-$162K	0.32%	50
2023 Q3	$1.15M	Buy	+45,258	New	+$1.2M	0.34%	57

Other funds holding PEBO

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Commonwealth Financial Services's PEBO Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Peoples Bancorp (PEBO) stake by 2.9% in Q2 2026, selling an estimated $23.8K and leaving 22,472 shares worth $863K. The position accounts for 0.12% of the portfolio, ranked #109.

Commonwealth Financial Services first reported a position in PEBO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q1 2024. 21 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

Commonwealth Financial Services held 22,472 shares of Peoples Bancorp worth $863K as of Q2 2026.
Commonwealth Financial Services sold 683 Peoples Bancorp shares in Q2 2026, an estimated $23.8K.
Peoples Bancorp made up 0.12% of Commonwealth Financial Services's portfolio in Q2 2026, its #109 holding.
Commonwealth Financial Services first reported a position in Peoples Bancorp in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's Peoples Bancorp position peaked at $1.34M in Q1 2024.
21 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.