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Future Financial Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Future Financial Wealth Management’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
2025
Q4 		– Sell
-4,297
Closed -$129K – 337
2025
Q3 		$129K Buy
4,297
+59
+1% +$1.79K 0.08% 154
2025
Q2 		$129K Buy
4,238
+56
+1% +$1.64K 0.09% 142
2025
Q1 		$124K Buy
4,182
+50
+1% +$1.57K 0.09% 139
2024
Q4 		$131K Buy
4,132
+46
+1% +$1.51K 0.1% 135
2024
Q3 		$123K Buy
+4,086
New +$127K 0.09% 149
2024
Q2 		– Sell
-3,980
Closed -$118K – 349
2024
Q1 		$118K Buy
+3,980
New +$117K 0.09% 155

Other funds holding PEBO

AF
Align Financial Hermantown, Minnesota $176M AUM
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B 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

Future Financial Wealth Management's PEBO Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Peoples Bancorp (PEBO) in Q4 2025, closing a stake of 4,297 shares — an estimated $129K sold.

Future Financial Wealth Management first reported a position in PEBO in Q1 2024 and held it in 6 quarters. The position peaked at $131K in Q4 2024. 212 funds tracked by Wall St. Rank hold PEBO as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Peoples Bancorp position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 4,297 Peoples Bancorp shares in Q4 2025, an estimated $129K.
  • Future Financial Wealth Management first reported a position in Peoples Bancorp in Q1 2024 and held it in 6 quarters.
  • Future Financial Wealth Management's Peoples Bancorp position peaked at $131K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Peoples Bancorp as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.