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Wipfli Financial Advisors’s Peoples Bancorp PEBO Stock Holding History

Wipfli Financial 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
2022
Q3 		$11K Buy
+376
New +$11.1K ﹤0.01% 1810

Other funds holding PEBO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PBO
Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Wipfli Financial Advisors's PEBO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Peoples Bancorp (PEBO) in Q3 2022: 376 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings.

143 funds tracked by Wall St. Rank hold PEBO as of Q3 2022.

  • Wipfli Financial Advisors held 376 shares of Peoples Bancorp worth $11K as of Q3 2022.
  • Peoples Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
  • Peoples Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1810 holding.
  • 143 funds tracked by Wall St. Rank held Peoples Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.