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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
Q2 		$9.94M 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

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 $3.37T AUM 44.26% 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
PMG
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

Wealth Preservation Advisors's PEBO Position: Q2 2026 in Review

Wealth Preservation Advisors opened a new position in Peoples Bancorp (PEBO) in Q2 2026: 258,803 shares worth $9.94M. The stake represents 5.67% of the portfolio and ranks #6 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in PEBO as recently as Q4 2025.

Wealth Preservation Advisors first reported a position in PEBO in Q1 2025 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Wealth Preservation Advisors held 258,803 shares of Peoples Bancorp worth $9.94M as of Q2 2026.
  • Peoples Bancorp was a new Wealth Preservation Advisors position in Q2 2026.
  • Peoples Bancorp made up 5.67% of Wealth Preservation Advisors's portfolio in Q2 2026, its #6 holding.
  • Wealth Preservation Advisors first reported a position in Peoples Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

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