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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
Q2 		– Sell
-69
Closed -$2.27K – 2378
2026
Q1 		$2.27K Buy
+69
New +$2.22K ﹤0.01% 2266

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PMG
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Root Financial Partners's PEBO Position: Q2 2026 in Review

Root Financial Partners sold out of Peoples Bancorp (PEBO) in Q2 2026, closing a stake of 69 shares — an estimated $2.27K sold.

Root Financial Partners first reported a position in PEBO in Q1 2026 and held it in 1 quarter. The position peaked at $2.27K in Q1 2026. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Root Financial Partners reported no remaining Peoples Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 69 Peoples Bancorp shares in Q2 2026, an estimated $2.27K.
  • Root Financial Partners first reported a position in Peoples Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Peoples Bancorp position peaked at $2.27K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.