Covestor’s Peoples Bancorp PEBO Stock Holding History

Covestor’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 Q1	$9K	Sell	287 -69	-19%	-$2.22K	0.01%	1502
2025 Q4	$11K	Sell	356 -19	-5%	-$564	0.01%	1537
2025 Q3	$11K	Sell	375 -56	-13%	-$1.7K	0.01%	1556
2025 Q2	$13K	Sell	431 -13	-3%	-$380	0.01%	1420
2025 Q1	$13K	Sell	444 -42	-9%	-$1.32K	0.01%	1363
2024 Q4	$16K	Buy	486 +75	+18%	+$2.46K	0.01%	1300
2024 Q3	$13K	Buy	411 +15	+4%	+$465	0.01%	1403
2024 Q2	$11K	Buy	396 +28	+8%	+$813	0.01%	1478
2024 Q1	$11K	Buy	368 +361	+5,157%	+$10.6K	0.01%	1524
2023 Q4	$0	Sell	7 -4	-36%	-$117	﹤0.01%	2564
2023 Q3	$0	Sell	11 -51	-82%	-$1.35K	﹤0.01%	2552
2023 Q2	$2K	Sell	62 -63	-50%	-$1.64K	﹤0.01%	1855
2023 Q1	$3K	Buy	125 +116	+1,289%	+$3.34K	﹤0.01%	1695
2022 Q4	$0	Sell	9 -2	-18%	-$59	﹤0.01%	2461
2022 Q3	$0	Buy	11 +3	+38%	+$88	﹤0.01%	2426
2022 Q2	$0	Sell	8 -79	-91%	-$2.24K	﹤0.01%	2241
2022 Q1	$3K	Sell	87 -18	-17%	-$584	﹤0.01%	1618
2021 Q4	$3K	Buy	+105	New	+$3.38K	﹤0.01%	1485

Other funds holding PEBO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return