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Concourse Financial Group Securities’s Peoples Bancorp PEBO Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-10
Closed -$322 – 1486
2024
Q4 		$322 Hold
10
– – ﹤0.01% 2176
2024
Q3 		$300 Hold
10
– – ﹤0.01% 2169
2024
Q2 		$300 Hold
10
– – ﹤0.01% 2236
2024
Q1 		$296 Hold
10
– – ﹤0.01% 2248
2023
Q4 		$337 Hold
10
– – ﹤0.01% 2218
2023
Q3 		$253 Hold
10
– – ﹤0.01% 2243
2023
Q2 		$265 Buy
+10
New +$261 ﹤0.01% 2271

Other funds holding PEBO

BlackRock
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 $3.8B AUM 23.19% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Concourse Financial Group Securities's PEBO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Peoples Bancorp (PEBO) in Q1 2025, closing a stake of 10 shares — an estimated $322 sold.

Concourse Financial Group Securities first reported a position in PEBO in Q2 2023 and held it in 7 quarters. The position peaked at $337 in Q4 2023. 185 funds tracked by Wall St. Rank hold PEBO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Peoples Bancorp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10 Peoples Bancorp shares in Q1 2025, an estimated $322.
  • Concourse Financial Group Securities first reported a position in Peoples Bancorp in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's Peoples Bancorp position peaked at $337 in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.