Lindbrook Capital’s Peoples Bancorp PEBO Stock Holding History

Lindbrook Capital’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 Q1	$415	Sell	14 -4	-22%	-$126	﹤0.01%	2653
2024 Q4	$570	Sell	18 -9	-33%	-$295	﹤0.01%	2589
2024 Q3	$812	Buy	+27	New	+$836	﹤0.01%	2551
2024 Q1	–	Sell	-219	Closed	-$7.39K	–	2732
2023 Q4	$7.39K	Buy	+219	New	+$6.38K	﹤0.01%	1694
2023 Q2	–	Sell	-293	Closed	-$7.54K	–	2824
2023 Q1	$7.54K	Buy	293 +201	+218%	+$5.79K	﹤0.01%	1632
2022 Q4	$2.6K	Hold	92	–	–	﹤0.01%	2118
2022 Q3	$3K	Sell	92 -170	-65%	-$5K	﹤0.01%	1909
2022 Q2	$7K	Buy	262 +179	+216%	+$5.08K	﹤0.01%	1425
2022 Q1	$3K	Buy	+83	New	+$2.69K	﹤0.01%	1860
2021 Q3	–	Sell	-19	Closed	-$1K	–	1968
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1803
2021 Q1	$1K	Buy	+19	New	+$608	﹤0.01%	1770

Other funds holding PEBO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Lindbrook Capital's PEBO Position: Q1 2025 in Review

Lindbrook Capital reduced its Peoples Bancorp (PEBO) stake by 22% in Q1 2025, selling an estimated $126 and leaving 14 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Lindbrook Capital first reported a position in PEBO in Q1 2021 and has held it in 11 quarters since. The position peaked at $7.54K in Q1 2023. 185 funds tracked by Wall St. Rank hold PEBO as of Q1 2025.

Lindbrook Capital held 14 shares of Peoples Bancorp worth $415 as of Q1 2025.
Lindbrook Capital sold 4 Peoples Bancorp shares in Q1 2025, an estimated $126.
Peoples Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2653 holding.
Lindbrook Capital first reported a position in Peoples Bancorp in Q1 2021 and has held it in 11 quarters since.
Lindbrook Capital's Peoples Bancorp position peaked at $7.54K in Q1 2023.
185 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.