IFP Advisors’s Peoples Bancorp PEBO Stock Holding History

IFP 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 Q3	$24.6K	Hold	671	–	–	﹤0.01%	2841
2026 Q2	$25.8K	Buy	671 +71	+12%	+$2.47K	﹤0.01%	2814
2026 Q1	$19.7K	Buy	600 +2	+0.3%	+$64	﹤0.01%	2784
2025 Q4	$18K	Buy	598 +223	+59%	+$6.62K	﹤0.01%	2770
2025 Q3	$11.2K	Buy	375 +53	+16%	+$1.61K	﹤0.01%	2844
2025 Q2	$9.8K	Buy	322 +307	+2,047%	+$8.97K	﹤0.01%	2930
2025 Q1	$445	Hold	15	–	–	﹤0.01%	3487
2024 Q4	$475	Buy	+15	New	+$492	﹤0.01%	3430
2022 Q4	–	Sell	-20	Closed	-$1K	–	4770
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	4635
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	4410
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	4408
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	3078
2021 Q3	$1K	Buy	+20	New	+$605	﹤0.01%	3095
2016 Q4	–	Sell	-681	Closed	-$17K	–	4087
2016 Q3	$17K	Hold	681	–	–	﹤0.01%	2512
2016 Q2	$15K	Buy	+681	New	+$14.3K	﹤0.01%	2542
2016 Q1	–	Sell	-681	Closed	-$13K	–	3111
2015 Q4	$13K	Buy	+681	New	+$13.7K	﹤0.01%	2434

Other funds holding PEBO

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors's PEBO Position: Q3 2026 in Review

IFP Advisors held its Peoples Bancorp (PEBO) position steady in Q3 2026 at 671 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

IFP Advisors first reported a position in PEBO in Q4 2015 and has held it in 16 quarters since. The position peaked at $25.8K in Q2 2026. 23 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

IFP Advisors held 671 shares of Peoples Bancorp worth $24.6K as of Q3 2026.
IFP Advisors left its Peoples Bancorp share count unchanged in Q3 2026.
Peoples Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2841 holding.
IFP Advisors first reported a position in Peoples Bancorp in Q4 2015 and has held it in 16 quarters since.
IFP Advisors's Peoples Bancorp position peaked at $25.8K in Q2 2026.
23 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.