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 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

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Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

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Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return