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PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $195M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
+6.26%
1 Year Est. Return
+28.11%
3 Year Est. Return
+71.65%
5 Year Est. Return
+81.42%
10 Year Est. Return
+243.95%
AUM
$163M
AUM Growth
+$892K
Cap. Flow
-$7.92M
Cap. Flow %
-4.87%
Top 10 Hldgs %
49.75%
Holding
101
New
4
Increased
16
Reduced
59
Closed
7

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$937K
2
SMB icon
VanEck Short Muni ETF
SMB
+$380K
3
MUB icon
iShares National Muni Bond ETF
MUB
+$233K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

Rank Stock Value
1
PEBO icon
Peoples Bancorp
PEBO
+$3.18M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.07M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$412K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$369K

Sector Composition

Rank Sector Weight
1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTEB icon
101
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
– –
-6,041
Closed -$296K
1 2 3 4
5

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WM
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OCA
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ACM
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IA
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CPI
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TVM
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Peoples Bank (Ohio)'s Q3 2025 Portfolio in Review

As of Q3 2025, Peoples Bank (Ohio) held 101 positions worth $163M, up 0.55% from $162M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Peoples Bank (Ohio) withdrew a net $7.92M in Q3 2025, closing 7 positions and reducing 59 holdings. Its most notable exit was Schwab US Dividend Equity ETF, an estimated $304K position sold in full.

By sector, the portfolio is most concentrated in Financials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Energy.

Against the trend, Peoples Bank (Ohio) opened a new position in VanEck Short Muni ETF worth $381K.

  • Peoples Bank (Ohio)'s largest Q3 2025 buy was VanEck Short Muni ETF: 21,899 shares worth $381K.
  • Peoples Bank (Ohio) added most to JPMorgan Chase in Q3 2025, an estimated $937K increase.
  • Peoples Bank (Ohio)'s biggest Q3 2025 reduction was Peoples Bancorp, cutting an estimated $3.18M.
  • Peoples Bank (Ohio) fully exited Schwab US Dividend Equity ETF in Q3 2025, selling an estimated $304K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 50% of its $163M portfolio in Q3 2025.
  • Peoples Bank (Ohio) opened 4 new positions and closed 7 in Q3 2025.
  • Peoples Bank (Ohio)'s portfolio value rose 0.55% quarter-over-quarter to $163M.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2025, filed 28 Oct 2025.