Commonwealth Financial Services
PEBO icon

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
Q3 		– Sell
-22,472
Closed -$863K – 337
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
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Commonwealth Financial Services's PEBO Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Peoples Bancorp (PEBO) in Q3 2026, closing a stake of 22,472 shares — an estimated $863K sold.

Commonwealth Financial Services first reported a position in PEBO in Q3 2023 and held it in 12 quarters. The position peaked at $1.34M in Q1 2024. 23 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

  • Commonwealth Financial Services reported no remaining Peoples Bancorp position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 22,472 Peoples Bancorp shares in Q3 2026, an estimated $863K.
  • Commonwealth Financial Services first reported a position in Peoples Bancorp in Q3 2023 and held it in 12 quarters.
  • Commonwealth Financial Services's Peoples Bancorp position peaked at $1.34M in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.