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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
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

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Plan A Wealth's PEBO Position: Q2 2026 in Review

Plan A Wealth increased its Peoples Bancorp (PEBO) stake by 8.3% in Q2 2026, buying an estimated $27.8K and bringing the position to 10,389 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #98.

Plan A Wealth first reported a position in PEBO in Q4 2024 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Plan A Wealth held 10,389 shares of Peoples Bancorp worth $399K as of Q2 2026.
  • Plan A Wealth bought 797 Peoples Bancorp shares in Q2 2026, an estimated $27.8K.
  • Peoples Bancorp made up 0.17% of Plan A Wealth's portfolio in Q2 2026, its #98 holding.
  • Plan A Wealth first reported a position in Peoples Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.