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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
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Waverly Advisors's PEBO Position: Q1 2026 in Review

Waverly Advisors increased its Peoples Bancorp (PEBO) stake by 4.2% in Q1 2026, buying an estimated $18.6K and bringing the position to 14,249 shares worth $468K. 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 3 quarters since. 211 funds tracked by Wall St. Rank hold PEBO as of Q1 2026.

  • Waverly Advisors held 14,249 shares of Peoples Bancorp worth $468K as of Q1 2026.
  • Waverly Advisors bought 576 Peoples Bancorp shares in Q1 2026, an estimated $18.6K.
  • Peoples Bancorp made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1116 holding.
  • Waverly Advisors first reported a position in Peoples Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Peoples Bancorp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.