Creative Planning
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Creative Planning’s Peoples Bancorp PEBO Stock Holding History

Creative Planning’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 		$3.13M Buy
81,617
+8,507
+12% +$296K ﹤0.01% 1747
2026
Q1 		$2.4M Buy
73,110
+12,249
+20% +$395K ﹤0.01% 1757
2025
Q4 		$1.83M Buy
60,861
+14,100
+30% +$419K ﹤0.01% 1792
2025
Q3 		$1.4M Buy
46,761
+2,700
+6% +$81.8K ﹤0.01% 1822
2025
Q2 		$1.35M Buy
44,061
+11,533
+35% +$337K ﹤0.01% 1622
2025
Q1 		$965K Sell
32,528
-11,253
-26% -$353K ﹤0.01% 1747
2024
Q4 		$1.39M Buy
43,781
+11,596
+36% +$380K ﹤0.01% 1394
2024
Q3 		$968K Buy
32,185
+8,594
+36% +$266K ﹤0.01% 1535
2024
Q2 		$708K Buy
23,591
+6,542
+38% +$190K ﹤0.01% 1662
2024
Q1 		$505K Buy
17,049
+7,614
+81% +$224K ﹤0.01% 1840
2023
Q4 		$319K Buy
+9,435
New +$275K ﹤0.01% 2047
2017
Q3 		– Sell
-250
Closed -$8K – 3181
2017
Q2 		$8K Hold
250
– – ﹤0.01% 3765
2017
Q1 		$8K Hold
250
– – ﹤0.01% 3733
2016
Q4 		$8K Buy
+250
New +$6.92K ﹤0.01% 3702

Other funds holding PEBO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning's PEBO Position: Q2 2026 in Review

Creative Planning increased its Peoples Bancorp (PEBO) stake by 12% in Q2 2026, buying an estimated $296K and bringing the position to 81,617 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Creative Planning first reported a position in PEBO in Q4 2016 and has held it in 14 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Creative Planning held 81,617 shares of Peoples Bancorp worth $3.13M as of Q2 2026.
  • Creative Planning bought 8,507 Peoples Bancorp shares in Q2 2026, an estimated $296K.
  • Peoples Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1747 holding.
  • Creative Planning first reported a position in Peoples Bancorp in Q4 2016 and has held it in 14 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.