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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
Q3 		$21.3K Sell
583
-63
-10% -$2.51K 0.01% 890
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

Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's PEBO Position: Q3 2026 in Review

Essential Partners reduced its Peoples Bancorp (PEBO) stake by 9.8% in Q3 2026, selling an estimated $2.51K and leaving 583 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #890.

Essential Partners first reported a position in PEBO in Q2 2025 and has held it in 6 quarters since. The position peaked at $39K in Q3 2025. 27 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

  • Essential Partners held 583 shares of Peoples Bancorp worth $21.3K as of Q3 2026.
  • Essential Partners sold 63 Peoples Bancorp shares in Q3 2026, an estimated $2.51K.
  • Peoples Bancorp made up 0.01% of Essential Partners's portfolio in Q3 2026, its #890 holding.
  • Essential Partners first reported a position in Peoples Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Peoples Bancorp position peaked at $39K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.