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Shell Asset Management’s Peoples Bancorp PEBO Stock Holding History

Shell Asset Management’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
2025
Q3 		$79K Sell
2,631
-4,028
-60% -$122K 0.01% 720
2025
Q2 		$203K Sell
6,659
-1,372
-17% -$40.1K 0.01% 770
2025
Q1 		$238K Sell
8,031
-346
-4% -$10.9K 0.01% 713
2024
Q4 		$265K Hold
8,377
– – 0.01% 723
2024
Q3 		$252K Buy
+8,377
New +$260K 0.01% 749
2024
Q1 		$266K Sell
8,865
-922
-9% -$27.1K 0.01% 720
2023
Q4 		$330K Sell
9,787
-2,872
-23% -$83.7K 0.02% 681
2023
Q3 		$321K Sell
12,659
-200
-2% -$5.31K 0.01% 731
2023
Q2 		$341K Sell
12,859
-74
-0.6% -$1.93K 0.01% 741
2023
Q1 		$333K Sell
12,933
-46
-0.4% -$1.32K 0.01% 742
2022
Q4 		$367K Sell
12,979
-2,463
-16% -$72.4K 0.02% 685
2022
Q3 		$447K Sell
15,442
-4,099
-21% -$121K 0.02% 623
2022
Q2 		$520K Sell
19,541
-4,182
-18% -$119K 0.02% 696
2022
Q1 		$743K Sell
23,723
-3,510
-13% -$114K 0.02% 619
2021
Q4 		$866K Buy
27,233
+129
+0.5% +$4.15K 0.02% 629
2021
Q3 		$857K Sell
27,104
-1,170
-4% -$35.4K 0.02% 584
2021
Q2 		$837K Buy
28,274
+3,549
+14% +$115K 0.02% 652
2021
Q1 		$820K Sell
24,725
-140
-0.6% -$4.48K 0.02% 620
2020
Q4 		$674K Hold
24,865
– – 0.01% 653
2020
Q3 		$475K Hold
24,865
– – 0.01% 700
2020
Q2 		$529K Sell
24,865
-304
-1% -$6.65K 0.01% 634
2020
Q1 		$557K Sell
25,169
-385
-2% -$11.5K 0.02% 621
2019
Q4 		$886K Sell
25,554
-680
-3% -$22.2K 0.02% 597
2019
Q3 		$835K Sell
26,234
-226
-0.9% -$7.17K 0.02% 624
2019
Q2 		$854K Sell
26,460
-606
-2% -$19.4K 0.02% 636
2019
Q1 		$838K Hold
27,066
– – 0.02% 657
2018
Q4 		$815K Sell
27,066
-2,300
-8% -$76.6K 0.02% 609
2018
Q3 		$1.03M Hold
29,366
– – 0.02% 647
2018
Q2 		$1.11M Sell
29,366
-1,577
-5% -$58.3K 0.02% 627
2018
Q1 		$1.1M Hold
30,943
– – 0.02% 622
2017
Q4 		$1.01M Hold
30,943
– – 0.02% 672
2017
Q3 		$1.04M Sell
30,943
-800
-3% -$25.4K 0.02% 598
2017
Q2 		$1.02M Hold
31,743
– – 0.02% 627
2017
Q1 		$1M Sell
31,743
-2,223
-7% -$71K 0.02% 641
2016
Q4 		$1.1M Buy
+33,966
New +$940K 0.03% 606
2014
Q3 		– Sell
-19,391
Closed -$513K – 870
2014
Q2 		$513K Sell
19,391
-226
-1% -$5.7K 0.01% 803
2014
Q1 		$485K Sell
19,617
-80
-0.4% -$1.86K 0.01% 790
2013
Q4 		$443K Buy
19,697
+3,188
+19% +$71.2K 0.01% 770
2013
Q3 		$345K Sell
16,509
-1,651
-9% -$35.9K 0.01% 772
2013
Q2 		$348K Buy
+18,160
New +$338K 0.01% 758

Other funds holding PEBO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

Shell Asset Management's PEBO Position: Q3 2025 in Review

Shell Asset Management reduced its Peoples Bancorp (PEBO) stake by 60% in Q3 2025, selling an estimated $122K and leaving 2,631 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #720.

Shell Asset Management first reported a position in PEBO in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.11M in Q2 2018. 199 funds tracked by Wall St. Rank hold PEBO as of Q3 2025.

  • Shell Asset Management held 2,631 shares of Peoples Bancorp worth $79K as of Q3 2025.
  • Shell Asset Management sold 4,028 Peoples Bancorp shares in Q3 2025, an estimated $122K.
  • Peoples Bancorp made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #720 holding.
  • Shell Asset Management first reported a position in Peoples Bancorp in Q2 2013 and has held it in 40 quarters since.
  • Shell Asset Management's Peoples Bancorp position peaked at $1.11M in Q2 2018.
  • 199 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.