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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
Q2 		$28.9K Sell
752
-61
-8% -$2.13K ﹤0.01% 2170
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 $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

EverSource Wealth Advisors's PEBO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Peoples Bancorp (PEBO) stake by 7.5% in Q2 2026, selling an estimated $2.13K and leaving 752 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

EverSource Wealth Advisors first reported a position in PEBO in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • EverSource Wealth Advisors held 752 shares of Peoples Bancorp worth $28.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 61 Peoples Bancorp shares in Q2 2026, an estimated $2.13K.
  • Peoples Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2170 holding.
  • EverSource Wealth Advisors first reported a position in Peoples Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.