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PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $103M
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
+8.3%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
+$3.5M
Cap. Flow
-$2.04M
Cap. Flow %
-1.98%
Top 10 Hldgs %
33.95%
Holding
102
New
3
Increased
20
Reduced
57
Closed
4

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$458K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$283K
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$202K
4
LOW icon
Lowe's Companies
LOW
+$202K
5
KDP icon
Keurig Dr Pepper
KDP
+$197K

Top Sells

Rank Stock Value
1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$426K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$336K
3
KMX icon
CarMax
KMX
+$306K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
CRM icon
Salesforce
CRM
+$228K

Sector Composition

Rank Sector Weight
1 Technology 16.24%
2 Financials 13.69%
3 Healthcare 10.04%
4 Communication Services 8.78%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGIB icon
101
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
– –
-8,000
Closed -$426K
KMX icon
102
CarMax
KMX
$8.27B
– –
-7,355
Closed -$306K
1 2 3 4
5

Similar funds

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Envision Financial Transparency Greensboro, North Carolina $103M AUM
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
GWL
Generations Wealth LLC Mason, Ohio $103M AUM
ABLA
Alan B. Lancz & Associates Toledo, Ohio $103M AUM 31.99% 1-Year Est. Return
OPAM
Olympus Peak Asset Management Greenwich, Connecticut $103M AUM 58.06% 1-Year Est. Return
ES
ETF Store Overland Park, Kansas $103M AUM 15.78% 1-Year Est. Return

Peoples Bank (Kansas)'s Q2 2026 Portfolio in Review

As of Q2 2026, Peoples Bank (Kansas) held 102 positions worth $103M, up 3.5% from $99.4M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Peoples Bank (Kansas)'s Q2 2026 filing shows 3 new, 20 increased, 57 reduced and 4 closed positions. Its largest new stake was State Street Consumer Discretionary Select Sector SPDR ETF: 1,734 shares worth $203K. The largest sale was iShares 5-10 Year Investment Grade Corporate Bond ETF, an estimated $426K.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Peoples Bank (Kansas)'s largest Q2 2026 buy was State Street Consumer Discretionary Select Sector SPDR ETF: 1,734 shares worth $203K.
  • Peoples Bank (Kansas) added most to Apple in Q2 2026, an estimated $458K increase.
  • Peoples Bank (Kansas)'s biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $336K.
  • Peoples Bank (Kansas) fully exited iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2026, selling an estimated $426K.
  • Peoples Bank (Kansas)'s ten largest holdings make up 34% of its $103M portfolio in Q2 2026.
  • Peoples Bank (Kansas) opened 3 new positions and closed 4 in Q2 2026.
  • Peoples Bank (Kansas)'s portfolio value rose 3.5% quarter-over-quarter to $103M.

Based on Peoples Bank (Kansas)'s 13F filing for Q2 2026, filed 10 Jul 2026.