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

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

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

Wealth Enhancement Advisory Services

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

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

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

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

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

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

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