LPL Financial
PEBO icon

LPL Financial’s Peoples Bancorp PEBO Stock Holding History

LPL Financial’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 		$1.37M Sell
35,692
-4,294
-11% -$150K ﹤0.01% 4135
2026
Q1 		$1.31M Buy
39,986
+22,608
+130% +$729K ﹤0.01% 3910
2025
Q4 		$522K Buy
17,378
+2,664
+18% +$79.1K ﹤0.01% 4669
2025
Q3 		$441K Buy
14,714
+2,549
+21% +$77.3K ﹤0.01% 4727
2025
Q2 		$372K Sell
12,165
-1,729
-12% -$50.5K ﹤0.01% 4615
2025
Q1 		$412K Sell
13,894
-5,030
-27% -$158K ﹤0.01% 4344
2024
Q4 		$600K Buy
18,924
+2,857
+18% +$93.7K ﹤0.01% 3931
2024
Q3 		$483K Buy
16,067
+8,704
+118% +$270K ﹤0.01% 4020
2024
Q2 		$221K Buy
7,363
+8
+0.1% +$232 ﹤0.01% 4491
2024
Q1 		$218K Buy
7,355
+604
+9% +$17.7K ﹤0.01% 4446
2023
Q4 		$228K Buy
+6,751
New +$197K ﹤0.01% 4296
2023
Q1 		– Sell
-9,433
Closed -$266K – 4560
2022
Q4 		$266K Buy
9,433
+856
+10% +$25.2K ﹤0.01% 3743
2022
Q3 		$248K Hold
8,577
– – ﹤0.01% 3753
2022
Q2 		$228K Hold
8,577
– – ﹤0.01% 3847
2022
Q1 		$269K Buy
8,577
+1
+0% +$32 ﹤0.01% 3647
2021
Q4 		$273K Buy
+8,576
New +$276K ﹤0.01% 3745

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

LPL Financial's PEBO Position: Q2 2026 in Review

LPL Financial reduced its Peoples Bancorp (PEBO) stake by 11% in Q2 2026, selling an estimated $150K and leaving 35,692 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

LPL Financial first reported a position in PEBO in Q4 2021 and has held it in 16 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • LPL Financial held 35,692 shares of Peoples Bancorp worth $1.37M as of Q2 2026.
  • LPL Financial sold 4,294 Peoples Bancorp shares in Q2 2026, an estimated $150K.
  • Peoples Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4135 holding.
  • LPL Financial first reported a position in Peoples Bancorp in Q4 2021 and has held it in 16 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.