Creative Planning
PEBO icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return