Wealth Preservation Advisors’s Peoples Bancorp PEBO Stock Holding History

Wealth Preservation 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 Q3	$9.21M	Sell	251,819 -6,984	-3%	-$278K	4.4%	7
2026 Q2	$9.9M	Buy	+258,803	New	+$9.02M	5.67%	6
2026 Q1	–	Sell	-278,803	Closed	-$8.37M	–	1153
2025 Q4	$8.37M	Hold	278,803	–	–	4.21%	8
2025 Q3	$8.36M	Sell	278,803 -818	-0.3%	-$24.8K	4.87%	7
2025 Q2	$8.54M	Hold	279,621	–	–	5.27%	6
2025 Q1	$8.29M	Buy	+279,621	New	+$8.78M	5.93%	6

Other funds holding PEBO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Wealth Preservation Advisors's PEBO Position: Q3 2026 in Review

Wealth Preservation Advisors reduced its Peoples Bancorp (PEBO) stake by 2.7% in Q3 2026, selling an estimated $278K and leaving 251,819 shares worth $9.21M. The position accounts for 4.4% of the portfolio, ranked #7.

Wealth Preservation Advisors first reported a position in PEBO in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.9M in Q2 2026. 114 funds tracked by Wall St. Rank hold PEBO as of Q3 2026.

Wealth Preservation Advisors held 251,819 shares of Peoples Bancorp worth $9.21M as of Q3 2026.
Wealth Preservation Advisors sold 6,984 Peoples Bancorp shares in Q3 2026, an estimated $278K.
Peoples Bancorp made up 4.4% of Wealth Preservation Advisors's portfolio in Q3 2026, its #7 holding.
Wealth Preservation Advisors first reported a position in Peoples Bancorp in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's Peoples Bancorp position peaked at $9.9M in Q2 2026.
114 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.