Spire Wealth Management’s Peoples Bancorp PEBO Stock Holding History

Spire Wealth 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
2026 Q1	–	Sell	-310	Closed	-$9.31K	–	2371
2025 Q4	$9.31K	Sell	310 -1,030	-77%	-$30.6K	﹤0.01%	1730
2025 Q3	$40.2K	Hold	1,340	–	–	﹤0.01%	1304
2025 Q2	$40.9K	Sell	1,340 -10	-0.7%	-$292	﹤0.01%	1276
2025 Q1	$40K	Hold	1,350	–	–	﹤0.01%	1359
2024 Q4	$42.8K	Buy	+1,350	New	+$44.3K	﹤0.01%	1337
2022 Q2	–	Sell	-2,916	Closed	-$91K	–	2795
2022 Q1	$91K	Sell	2,916 -147	-5%	-$4.77K	﹤0.01%	1197
2021 Q4	$97K	Buy	3,063 +152	+5%	+$4.89K	﹤0.01%	1417
2021 Q3	$92K	Buy	2,911 +369	+15%	+$11.2K	﹤0.01%	1225
2021 Q2	$75K	Hold	2,542	–	–	﹤0.01%	1316
2021 Q1	$84K	Buy	+2,542	New	+$81.4K	﹤0.01%	1469

Other funds holding PEBO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Spire Wealth Management's PEBO Position: Q1 2026 in Review

Spire Wealth Management sold out of Peoples Bancorp (PEBO) in Q1 2026, closing a stake of 310 shares — an estimated $9.31K sold.

Spire Wealth Management first reported a position in PEBO in Q1 2021 and held it in 10 quarters. The position peaked at $97K in Q4 2021. 211 funds tracked by Wall St. Rank hold PEBO as of Q1 2026.

Spire Wealth Management reported no remaining Peoples Bancorp position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 310 Peoples Bancorp shares in Q1 2026, an estimated $9.31K.
Spire Wealth Management first reported a position in Peoples Bancorp in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Peoples Bancorp position peaked at $97K in Q4 2021.
211 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.