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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

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

Hennion & Walsh Asset Management's PEBO Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Peoples Bancorp (PEBO) stake by 1.2% in Q2 2026, buying an estimated $8.02K and bringing the position to 19,702 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #646.

Hennion & Walsh Asset Management first reported a position in PEBO in Q3 2021 and has held it in 20 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Hennion & Walsh Asset Management held 19,702 shares of Peoples Bancorp worth $757K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 230 Peoples Bancorp shares in Q2 2026, an estimated $8.02K.
  • Peoples Bancorp made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #646 holding.
  • Hennion & Walsh Asset Management first reported a position in Peoples Bancorp in Q3 2021 and has held it in 20 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.