Pinnacle Holdings’s Peoples Bancorp PEBO Stock Holding History

Pinnacle Holdings’s Portfolio PEBO Stock Details PEBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.22M	Hold	36,977	–	–	0.39%	92
2025 Q4	$1.11M	Hold	36,977	–	–	0.38%	98
2025 Q3	$1.11M	Hold	36,977	–	–	0.39%	97
2025 Q2	$1.13M	Buy	36,977 +2	+0%	+$58	0.41%	92
2025 Q1	$1.1M	Hold	36,975	–	–	0.42%	86
2024 Q4	$1.17M	Sell	36,975 -116	-0.3%	-$3.81K	0.44%	83
2024 Q3	$1.12M	Hold	37,091	–	–	0.44%	83
2024 Q2	$1.11M	Sell	37,091 -89	-0.2%	-$2.58K	0.45%	80
2024 Q1	$1.1M	Sell	37,180 -217	-0.6%	-$6.37K	0.44%	81
2023 Q4	$1.26M	Hold	37,397	–	–	0.52%	74
2023 Q3	$949K	Sell	37,397 -5,000	-12%	-$133K	0.44%	81
2023 Q2	$1.13M	Sell	42,397 -1	-0%	-$26	0.5%	77
2023 Q1	$1.09M	Buy	42,398 +2,030	+5%	+$58.5K	0.51%	74
2022 Q4	$1.14M	Sell	40,368 -357	-0.9%	-$10.5K	0.51%	76
2022 Q3	$1.18M	Hold	40,725	–	–	0.55%	69
2022 Q2	$1.08M	Hold	40,725	–	–	0.5%	72
2022 Q1	$1.28M	Hold	40,725	–	–	0.5%	70
2021 Q4	$1.3M	Hold	40,725	–	–	0.54%	69
2021 Q3	$1.29M	Buy	+40,725	New	+$1.23M	0.56%	69

Other funds holding PEBO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return