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Coppell Advisory Solutions’s Peoples Bancorp PEBO Stock Holding History

Coppell Advisory Solutions’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
-132
Closed -$4.62K – 1417
2024
Q4 		$4.62K Hold
132
– – ﹤0.01% 1342
2024
Q3 		$4.05K Hold
132
– – ﹤0.01% 1305
2024
Q2 		$4.05K Buy
+132
New +$3.83K ﹤0.01% 1241
2023
Q4 		$24.5K Buy
+726
New +$21.1K ﹤0.01% 672

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 $3.47B AUM 13.39% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Coppell Advisory Solutions's PEBO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Peoples Bancorp (PEBO) in Q1 2025, closing a stake of 132 shares — an estimated $4.62K sold.

Coppell Advisory Solutions first reported a position in PEBO in Q4 2023 and held it in 4 quarters. The position peaked at $24.5K in Q4 2023. 185 funds tracked by Wall St. Rank hold PEBO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Peoples Bancorp position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 132 Peoples Bancorp shares in Q1 2025, an estimated $4.62K.
  • Coppell Advisory Solutions first reported a position in Peoples Bancorp in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Peoples Bancorp position peaked at $24.5K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.