Wellington Management Group
PEBO icon

Wellington Management Group’s Peoples Bancorp PEBO Stock Holding History

Wellington Management Group’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 		– Sell
-118,927
Closed -$3.91M – 2038
2026
Q1 		$3.91M Sell
118,927
-61,541
-34% -$1.98M ﹤0.01% 1443
2025
Q4 		$5.42M Sell
180,468
-138,342
-43% -$4.11M ﹤0.01% 1394
2025
Q3 		$9.56M Sell
318,810
-58,654
-16% -$1.78M ﹤0.01% 1270
2025
Q2 		$11.5M Buy
377,464
+858
+0.2% +$25.1K ﹤0.01% 1166
2025
Q1 		$11.2M Sell
376,606
-75,182
-17% -$2.36M ﹤0.01% 1171
2024
Q4 		$14.3M Buy
451,788
+99,300
+28% +$3.26M ﹤0.01% 1083
2024
Q3 		$10.6M Buy
352,488
+213,488
+154% +$6.61M ﹤0.01% 1160
2024
Q2 		$4.17M Buy
+139,000
New +$4.04M ﹤0.01% 1358
2016
Q1 		– Sell
-464,097
Closed -$8.74M – 2199
2015
Q4 		$8.74M Hold
464,097
– – ﹤0.01% 1202
2015
Q3 		$9.65M Sell
464,097
-1,900
-0.4% -$41.6K ﹤0.01% 1176
2015
Q2 		$10.9M Sell
465,997
-157,903
-25% -$3.71M ﹤0.01% 1205
2015
Q1 		$14.7M Sell
623,900
-148,000
-19% -$3.54M ﹤0.01% 1134
2014
Q4 		$20M Sell
771,900
-2,495
-0.3% -$62.1K 0.01% 1047
2014
Q3 		$18.4M Buy
774,395
+750,000
+3,074% +$18.3M 0.01% 1051
2014
Q2 		$645K Hold
24,395
– – ﹤0.01% 1920
2014
Q1 		$603K Buy
24,395
+1,900
+8% +$44.3K ﹤0.01% 1939
2013
Q4 		$506K Hold
22,495
– – ﹤0.01% 1984
2013
Q3 		$470K Sell
22,495
-2,250
-9% -$48.9K ﹤0.01% 1976
2013
Q2 		$474K Buy
+24,745
New +$461K ﹤0.01% 1936

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

Wellington Management Group's PEBO Position: Q2 2026 in Review

Wellington Management Group sold out of Peoples Bancorp (PEBO) in Q2 2026, closing a stake of 118,927 shares — an estimated $3.91M sold.

Wellington Management Group first reported a position in PEBO in Q2 2013 and held it in 19 quarters. The position peaked at $20M in Q4 2014. 223 funds tracked by Wall St. Rank hold PEBO as of Q2 2026.

  • Wellington Management Group reported no remaining Peoples Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 118,927 Peoples Bancorp shares in Q2 2026, an estimated $3.91M.
  • Wellington Management Group first reported a position in Peoples Bancorp in Q2 2013 and held it in 19 quarters.
  • Wellington Management Group's Peoples Bancorp position peaked at $20M in Q4 2014.
  • 223 funds tracked by Wall St. Rank held Peoples Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.