We are live on ! Find out more
PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $195M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
+16.44%
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
$195M
AUM Growth
+$31.6M
Cap. Flow
+$11.9M
Cap. Flow %
6.13%
Top 10 Hldgs %
49.33%
Holding
109
New
8
Increased
46
Reduced
36
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.68M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$970K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$754K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496K
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$345K
3
PG icon
Procter & Gamble
PG
+$326K
4
CME icon
CME Group
CME
+$264K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$258K

Sector Composition

Rank Sector Weight
1 Financials 12.45%
2 Technology 10.93%
3 Energy 3.86%
4 Consumer Discretionary 3.43%
5 Industrials 2.75%

No holdings matched the selected filter criteria.

1 2 3 4 5

Similar funds

EWA
Exit Wealth Advisors Atlanta, Georgia $195M AUM
KIM
Kane Investment Management Los Gatos, California $194M AUM 43.53% 1-Year Est. Return
WM
WestCap Management San Francisco, California $195M AUM
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
TVM
True Vision MN Woodbury, Minnesota $194M AUM 16.51% 1-Year Est. Return

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

As of Q2 2026, Peoples Bank (Ohio) held 109 positions worth $195M, up 19% from $163M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Peoples Bank (Ohio) deployed $11.9M of net new capital in Q2 2026, opening 8 new positions and adding to 46 existing holdings. Its largest new stake was Alphabet (Google) Class C: 1,039 shares worth $367K.

By sector, the portfolio is most concentrated in Financials at 12% of assets, down from 13% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Procter & Gamble, an estimated $326K trimmed.

  • Peoples Bank (Ohio)'s largest Q2 2026 buy was Alphabet (Google) Class C: 1,039 shares worth $367K.
  • Peoples Bank (Ohio) added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $1.73M increase.
  • Peoples Bank (Ohio)'s biggest Q2 2026 reduction was Procter & Gamble, cutting an estimated $326K.
  • Peoples Bank (Ohio) fully exited iShares Core US Aggregate Bond ETF in Q2 2026, selling an estimated $496K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 49% of its $195M portfolio in Q2 2026.
  • Peoples Bank (Ohio) opened 8 new positions and closed 9 in Q2 2026.
  • Peoples Bank (Ohio)'s portfolio value rose 19% quarter-over-quarter to $195M.

Based on Peoples Bank (Ohio)'s 13F filing for Q2 2026, filed 27 Jul 2026.