Root Financial Partners
PEBO icon

Root Financial Partners’s Peoples Bancorp PEBO Stock Holding History

Root Financial Partners’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 		$6.37K Buy
+174
New +$6.93K ﹤0.01% 2131
2026
Q2 		– Sell
-69
Closed -$2.27K – 2378
2026
Q1 		$2.27K Buy
+69
New +$2.22K ﹤0.01% 2266

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $210M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Root Financial Partners's PEBO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Peoples Bancorp (PEBO) in Q3 2026: 174 shares worth $6.37K. The stake represents ﹤0.01% of the portfolio and ranks #2131 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PEBO as recently as Q1 2026.

Root Financial Partners first reported a position in PEBO in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

  • Root Financial Partners held 174 shares of Peoples Bancorp worth $6.37K as of Q3 2026.
  • Peoples Bancorp was a new Root Financial Partners position in Q3 2026.
  • Peoples Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2131 holding.
  • Root Financial Partners first reported a position in Peoples Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.