D.A. Davidson & Co’s Peoples Bancorp PEBO Stock Holding History

D.A. Davidson & Co’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	$801K	Buy	24,366 +320	+1%	+$10.3K	﹤0.01%	995
2025 Q4	$722K	Sell	24,046 -311	-1%	-$9.24K	﹤0.01%	1005
2025 Q3	$730K	Buy	24,357 +1,720	+8%	+$52.1K	﹤0.01%	984
2025 Q2	$691K	Sell	22,637 -1,763	-7%	-$51.5K	﹤0.01%	932
2025 Q1	$724K	Buy	24,400 +391	+2%	+$12.3K	0.01%	886
2024 Q4	$761K	Buy	24,009 +48	+0.2%	+$1.57K	0.01%	866
2024 Q3	$721K	Buy	23,961 +626	+3%	+$19.4K	0.01%	887
2024 Q2	$700K	Buy	23,335 +385	+2%	+$11.2K	0.01%	858
2024 Q1	$680K	Buy	22,950 +10,962	+91%	+$322K	0.01%	874
2023 Q4	$405K	Buy	11,988 +433	+4%	+$12.6K	﹤0.01%	1023
2023 Q3	$293K	Buy	11,555 +507	+5%	+$13.5K	﹤0.01%	1095
2023 Q2	$293K	Buy	11,048 +410	+4%	+$10.7K	﹤0.01%	1107
2023 Q1	$274K	Buy	10,638 +180	+2%	+$5.18K	﹤0.01%	1117
2022 Q4	$295K	Buy	10,458 +354	+4%	+$10.4K	﹤0.01%	1047
2022 Q3	$292K	Buy	10,104 +982	+11%	+$28.9K	﹤0.01%	1018
2022 Q2	$243K	Sell	9,122 -67	-0.7%	-$1.9K	﹤0.01%	1102
2022 Q1	$288K	Buy	+9,189	New	+$298K	﹤0.01%	1087

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