EF
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Empowered Funds’s Peoples Bancorp PEBO Stock Holding History

Empowered Funds’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 		$5.33M Buy
+162,004
New +$5.22M 0.03% 607
2025
Q4 		– Sell
-142,987
Closed -$4.29M – 1657
2025
Q3 		$4.29M Buy
142,987
+8,967
+7% +$272K 0.04% 539
2025
Q2 		$4.09M Buy
134,020
+2,576
+2% +$75.2K 0.05% 500
2025
Q1 		$3.9M Sell
131,444
-11,842
-8% -$372K 0.06% 463
2024
Q4 		$4.54M Buy
143,286
+6,938
+5% +$228K 0.07% 403
2024
Q3 		$4.1M Buy
136,348
+6,834
+5% +$212K 0.06% 420
2024
Q2 		$3.89M Sell
129,514
-5,183
-4% -$150K 0.07% 395
2024
Q1 		$3.99M Buy
134,697
+10,150
+8% +$298K 0.07% 381
2023
Q4 		$4.2M Buy
124,547
+11,207
+10% +$326K 0.11% 283
2023
Q3 		$2.88M Buy
113,340
+9,322
+9% +$248K 0.08% 324
2023
Q2 		$2.76M Buy
+104,018
New +$2.71M 0.1% 301

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State Street
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VCM
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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