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Plan A Wealth’s Peoples Bancorp PEBO Stock Holding History

Plan A Wealth’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
Q3 		$380K Hold
10,389
– – 0.14% 105
2026
Q2 		$399K Buy
10,389
+797
+8% +$27.8K 0.17% 98
2026
Q1 		$315K Hold
9,592
– – 0.15% 115
2025
Q4 		$288K Hold
9,592
– – 0.14% 123
2025
Q3 		$288K Buy
9,592
+2,892
+43% +$87.6K 0.15% 116
2025
Q2 		$205K Buy
+6,700
New +$196K 0.12% 139
2025
Q1 		– Sell
-6,700
Closed -$212K – 129
2024
Q4 		$212K Buy
+6,700
New +$220K 0.19% 80

Other funds holding PEBO

Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Plan A Wealth's PEBO Position: Q3 2026 in Review

Plan A Wealth held its Peoples Bancorp (PEBO) position steady in Q3 2026 at 10,389 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #105.

Plan A Wealth first reported a position in PEBO in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q2 2026. 23 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

  • Plan A Wealth held 10,389 shares of Peoples Bancorp worth $380K as of Q3 2026.
  • Plan A Wealth left its Peoples Bancorp share count unchanged in Q3 2026.
  • Peoples Bancorp made up 0.14% of Plan A Wealth's portfolio in Q3 2026, its #105 holding.
  • Plan A Wealth first reported a position in Peoples Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Peoples Bancorp position peaked at $399K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.