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PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
+1.73%
1 Year Est. Return
+18.72%
3 Year Est. Return
+55.94%
5 Year Est. Return
+61.37%
10 Year Est. Return
+207.27%
AUM
$163M
AUM Growth
+$1.72M
Cap. Flow
+$1.23M
Cap. Flow %
0.75%
Top 10 Hldgs %
49.28%
Holding
108
New
11
Increased
19
Reduced
60
Closed
7

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.61M
2
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$951K
3
IWB icon
iShares Russell 1000 ETF
IWB
+$910K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$500K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$450K

Top Sells

Rank Stock Value
1
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$743K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$577K
3
SMB icon
VanEck Short Muni ETF
SMB
+$381K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$286K

Sector Composition

Rank Sector Weight
1 Financials 12.91%
2 Technology 8.59%
3 Energy 5.62%
4 Consumer Discretionary 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
76
Abbott
ABT
$172B
$316K 0.19%
3,075
-86
-3% -$9.71K
SYK icon
77
Stryker
SYK
$127B
$312K 0.19%
949
-70
-7% -$25.1K
IWM icon
78
iShares Russell 2000 ETF
IWM
$82.2B
$308K 0.19%
1,242
+231
+23% +$59.6K
COP icon
79
ConocoPhillips
COP
$137B
$296K 0.18%
2,240
-76
-3% -$8.42K
NEE icon
80
NextEra Energy
NEE
$186B
$295K 0.18%
3,177
-1
-0% -$89
CAT icon
81
Caterpillar
CAT
$404B
$289K 0.18%
408
-1
-0.2% -$693
BMY icon
82
Bristol-Myers Squibb
BMY
$124B
$277K 0.17%
4,569
-500
-10% -$29.1K
CME icon
83
CME Group
CME
$89B
$264K 0.16%
893
– –
WMT icon
84
Walmart Inc
WMT
$915B
$259K 0.16%
2,084
-602
-22% -$73.9K
IEI icon
85
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$258K 0.16%
2,175
-6,231
-74% -$743K
PPG icon
86
PPG Industries
PPG
$26.5B
$256K 0.16%
2,395
+310
+15% +$35.1K
KO icon
87
Coca-Cola
KO
$365B
$255K 0.16%
3,356
-6
-0.2% -$454
HON icon
88
Honeywell
HON
$71.7B
$248K 0.15%
1,096
– –
UBSI icon
89
United Bankshares
UBSI
$6.64B
$238K 0.15%
5,735
– –
SMTH icon
90
ALPS Smith Core Plus Bond ETF
SMTH
$2.93B
$232K 0.14%
+9,000
New +$234K
MTUM icon
91
iShares MSCI USA Momentum Factor ETF
MTUM
$25.8B
$231K 0.14%
+961
New +$241K
SCHD icon
92
Schwab US Dividend Equity ETF
SCHD
$100B
$223K 0.14%
7,255
-46
-0.6% -$1.4K
NOC icon
93
Northrop Grumman
NOC
$73.7B
$216K 0.13%
+317
New +$219K
SPYV icon
94
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$216K 0.13%
+3,816
New +$221K
TJX icon
95
TJX Companies
TJX
$171B
$212K 0.13%
1,328
-51
-4% -$7.94K
PRU icon
96
Prudential Financial
PRU
$41.1B
$211K 0.13%
2,159
– –
TRV icon
97
Travelers Companies
TRV
$71.8B
$207K 0.13%
709
-3
-0.4% -$879
GOVT icon
98
iShares US Treasury Bond ETF
GOVT
$43.7B
$206K 0.13%
+9,000
New +$207K
GPC icon
99
Genuine Parts
GPC
$17.3B
$203K 0.12%
1,920
-40
-2% -$4.95K
SMMU icon
100
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$202K 0.12%
+4,001
New +$203K
1 2 3
4
5

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Peoples Bank (Ohio)'s Q1 2026 Portfolio in Review

As of Q1 2026, Peoples Bank (Ohio) held 108 positions worth $163M, up 1.1% from $161M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Peoples Bank (Ohio)'s Q1 2026 filing shows 11 new, 19 increased, 60 reduced and 7 closed positions. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 28,825 shares worth $1.56M. The largest sale was iShares 3-7 Year Treasury Bond ETF, an estimated $743K.

By sector, the portfolio is most concentrated in Financials at 13% of assets, up from 13% a quarter earlier, followed by Technology and Energy.

  • Peoples Bank (Ohio)'s largest Q1 2026 buy was Vanguard FTSE Emerging Markets ETF: 28,825 shares worth $1.56M.
  • Peoples Bank (Ohio) added most to iShares Russell 1000 ETF in Q1 2026, an estimated $910K increase.
  • Peoples Bank (Ohio)'s biggest Q1 2026 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $743K.
  • Peoples Bank (Ohio) fully exited VanEck Short Muni ETF in Q1 2026, selling an estimated $381K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 49% of its $163M portfolio in Q1 2026.
  • Peoples Bank (Ohio) opened 11 new positions and closed 7 in Q1 2026.
  • Peoples Bank (Ohio)'s portfolio value rose 1.1% quarter-over-quarter to $163M.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.