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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
JBS
101
JBS N.V.
JBS
$39.2B
$197K 0.12%
10,950
-1,550
-12% -$24.1K
BSV icon
102
Vanguard Short-Term Bond ETF
BSV
$44.7B
– –
-2,685
Closed -$212K
GEHC icon
103
GE HealthCare
GEHC
$28.7B
– –
-2,797
Closed -$229K
MUB icon
104
iShares National Muni Bond ETF
MUB
$45.5B
– –
-2,227
Closed -$239K
SMB icon
105
VanEck Short Muni ETF
SMB
$313M
– –
-21,899
Closed -$381K
UNH icon
106
UnitedHealth
UNH
$387B
– –
-711
Closed -$235K
VCIT icon
107
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
– –
-3,992
Closed -$334K
VCSH icon
108
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
– –
-3,252
Closed -$259K
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.