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Essential Partners’s Peoples Bancorp PEBO Stock Holding History

Essential Partners’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 		$24.8K Sell
646
-393
-38% -$13.7K 0.01% 830
2026
Q1 		$34.2K Sell
1,039
-111
-10% -$3.58K 0.01% 715
2025
Q4 		$34.5K Sell
1,150
-149
-11% -$4.43K 0.01% 716
2025
Q3 		$39K Buy
1,299
+1,023
+371% +$31K 0.01% 666
2025
Q2 		$8.43K Buy
+276
New +$8.06K ﹤0.01% 896

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

Essential Partners's PEBO Position: Q2 2026 in Review

Essential Partners reduced its Peoples Bancorp (PEBO) stake by 38% in Q2 2026, selling an estimated $13.7K and leaving 646 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #830.

Essential Partners first reported a position in PEBO in Q2 2025 and has held it in 5 quarters since. The position peaked at $39K in Q3 2025. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Essential Partners held 646 shares of Peoples Bancorp worth $24.8K as of Q2 2026.
  • Essential Partners sold 393 Peoples Bancorp shares in Q2 2026, an estimated $13.7K.
  • Peoples Bancorp made up 0.01% of Essential Partners's portfolio in Q2 2026, its #830 holding.
  • Essential Partners first reported a position in Peoples Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Peoples Bancorp position peaked at $39K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.