HWAM
PEBO icon

Hennion & Walsh Asset Management’s Peoples Bancorp PEBO Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$757K Buy
19,702
+230
+1% +$8.02K 0.02% 646
2026
Q1 		$640K Buy
19,472
+2,339
+14% +$75.4K 0.02% 635
2025
Q4 		$515K Sell
17,133
-4,274
-20% -$127K 0.02% 712
2025
Q3 		$642K Buy
21,407
+1,119
+6% +$33.9K 0.02% 639
2025
Q2 		$620K Buy
20,288
+1,402
+7% +$40.9K 0.03% 612
2025
Q1 		$560K Buy
18,886
+3,250
+21% +$102K 0.02% 603
2024
Q4 		$496K Buy
15,636
+3,593
+30% +$118K 0.02% 624
2024
Q3 		$362K Buy
12,043
+381
+3% +$11.8K 0.02% 701
2024
Q2 		$350K Sell
11,662
-990
-8% -$28.7K 0.02% 691
2024
Q1 		$375K Buy
12,652
+1,900
+18% +$55.8K 0.02% 641
2023
Q4 		$363K Sell
10,752
-1,246
-10% -$36.3K 0.02% 630
2023
Q3 		$305K Buy
11,998
+590
+5% +$15.7K 0.02% 642
2023
Q2 		$303K Sell
11,408
-6,261
-35% -$163K 0.02% 645
2023
Q1 		$455K Sell
17,669
-213
-1% -$6.13K 0.03% 521
2022
Q4 		$505K Buy
17,882
+768
+4% +$22.6K 0.03% 502
2022
Q3 		$495K Buy
17,114
+5,166
+43% +$152K 0.03% 485
2022
Q2 		$318K Buy
11,948
+123
+1% +$3.49K 0.02% 614
2022
Q1 		$370K Buy
11,825
+868
+8% +$28.2K 0.02% 590
2021
Q4 		$349K Buy
10,957
+3,722
+51% +$120K 0.02% 614
2021
Q3 		$229K Buy
+7,235
New +$219K 0.01% 683

Other funds holding PEBO

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return