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PlanVest Financial’s Peoples Bancorp PEBO Stock Holding History

PlanVest Financial’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 		$60.8K Buy
1,584
+20
+1% +$697 0.04% 196
2026
Q1 		$51.4K Buy
+1,564
New +$50.4K 0.04% 203

Other funds holding PEBO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's PEBO Position: Q2 2026 in Review

PlanVest Financial increased its Peoples Bancorp (PEBO) stake by 1.3% in Q2 2026, buying an estimated $697 and bringing the position to 1,584 shares worth $60.8K. The position accounts for 0.04% of the portfolio, ranked #196.

PlanVest Financial first reported a position in PEBO in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • PlanVest Financial held 1,584 shares of Peoples Bancorp worth $60.8K as of Q2 2026.
  • PlanVest Financial bought 20 Peoples Bancorp shares in Q2 2026, an estimated $697.
  • Peoples Bancorp made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #196 holding.
  • PlanVest Financial first reported a position in Peoples Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.