Stephens Consulting’s Peoples Bancorp PEBO Stock Holding History

Stephens Consulting’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 Q4	$78.1K	Buy	2,599 +36	+1%	+$1.07K	0.03%	116
2025 Q3	$76.9K	Buy	2,563 +47	+2%	+$1.42K	0.03%	109
2025 Q2	$76.8K	Buy	2,516 +18	+0.7%	+$526	0.02%	155
2025 Q1	$74.1K	Buy	2,498 +45	+2%	+$1.41K	0.02%	157
2024 Q4	$77.7K	Buy	2,453 +27	+1%	+$886	0.02%	155
2024 Q3	$73K	Buy	2,426 +32	+1%	+$991	0.02%	157
2024 Q2	$71.8K	Buy	2,394 +31	+1%	+$900	0.02%	153
2024 Q1	$70K	Buy	2,363 +31	+1%	+$910	0.02%	148
2023 Q4	$78.7K	Buy	2,332 +30	+1%	+$874	0.03%	135
2023 Q3	$58.4K	Buy	2,302 +33	+1%	+$877	0.02%	150
2023 Q2	$60.2K	Buy	2,269 +35	+2%	+$912	0.02%	147
2023 Q1	$57.5K	Buy	2,234 +27	+1%	+$778	0.03%	157
2022 Q4	$62.3K	Buy	2,207 +28	+1%	+$824	0.04%	152
2022 Q3	$63K	Buy	2,179 +26	+1%	+$765	0.06%	149
2022 Q2	$57.3K	Buy	2,153 +30	+1%	+$851	0.05%	162
2022 Q1	$66.5K	Buy	2,123 +23	+1%	+$746	0.05%	162
2021 Q4	$66.8K	Buy	+2,100	New	+$67.5K	0.06%	178

Other funds holding PEBO

Align Financial Hermantown, Minnesota $176M AUM

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return