EWA
PEBO icon

EverSource Wealth Advisors’s Peoples Bancorp PEBO Stock Holding History

EverSource Wealth Advisors’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 		$26.7K Sell
813
-4
-0.5% -$129 ﹤0.01% 2320
2025
Q4 		$24.5K Buy
817
+12
+1% +$357 ﹤0.01% 2253
2025
Q3 		$24.1K Buy
805
+120
+18% +$3.64K ﹤0.01% 2231
2025
Q2 		$20.9K Buy
685
+588
+606% +$17.2K ﹤0.01% 2253
2025
Q1 		$2.88K Buy
97
+28
+41% +$879 ﹤0.01% 2748
2024
Q4 		$2.19K Buy
+69
New +$2.26K ﹤0.01% 2682

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

EverSource Wealth Advisors's PEBO Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Peoples Bancorp (PEBO) stake by 0.49% in Q1 2026, selling an estimated $129 and leaving 813 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

EverSource Wealth Advisors first reported a position in PEBO in Q4 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold PEBO as of Q1 2026.

  • EverSource Wealth Advisors held 813 shares of Peoples Bancorp worth $26.7K as of Q1 2026.
  • EverSource Wealth Advisors sold 4 Peoples Bancorp shares in Q1 2026, an estimated $129.
  • Peoples Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2320 holding.
  • EverSource Wealth Advisors first reported a position in Peoples Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.