Waverly Advisors
PEBO icon

Waverly Advisors’s Peoples Bancorp PEBO Stock Holding History

Waverly Advisors’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 		$567K Buy
14,754
+505
+4% +$17.6K ﹤0.01% 1116
2026
Q1 		$468K Buy
14,249
+576
+4% +$18.6K ﹤0.01% 1116
2025
Q4 		$411K Buy
13,673
+14
+0.1% +$416 ﹤0.01% 1085
2025
Q3 		$410K Buy
+13,659
New +$414K ﹤0.01% 921

Other funds holding PEBO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's PEBO Position: Q2 2026 in Review

Waverly Advisors increased its Peoples Bancorp (PEBO) stake by 3.5% in Q2 2026, buying an estimated $17.6K and bringing the position to 14,754 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Waverly Advisors first reported a position in PEBO in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Waverly Advisors held 14,754 shares of Peoples Bancorp worth $567K as of Q2 2026.
  • Waverly Advisors bought 505 Peoples Bancorp shares in Q2 2026, an estimated $17.6K.
  • Peoples Bancorp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1116 holding.
  • Waverly Advisors first reported a position in Peoples Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.