PEOPLES BANK /OH

Filed: 2/3/2025ACC: 0000934866-25-000002

📋 What this filing means

PEOPLES BANK /OH filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $169.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$169.87M

Total AUM (reported)

2.03M

Total Shares

Allocation by class

MUTUAL FUNDS -$94.06M55.4%

COMMON STOCK$75.51M44.5%

FOREIGN STOCK$295.2K0.2%

Portfolio Concentration

Top 3$45.10M26.5%

4–10$42.80M25.2%

11–25$40.56M23.9%

Rest$41.41M24.4%

Top 3 weight

26.5%

Top 10 weight

51.7%

Voting Authority Distribution

Total shares with voting rights: 2.03M

Sole

Full voting authority

1.45M

% of voting shares71.5%

Shared

Joint voting authority

577.40K

% of voting shares28.5%

None

No voting authority

418.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole0

Shared0

Other97

Dominant voting typeSole · 71.5% of voting shares

Institutional Holdings97

Rows:

PEOPLES BANCORP INC

DFND

COMMON STOCK

Shares590.90K

TypeSH

Market value$18.73M

11.02%

Sole

13.50K

Shared

577.40K

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares27.96K

TypeSH

Market value$16.46M

9.69%

Sole

27.96K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares97.64K

TypeSH

Market value$9.91M

5.84%

Sole

97.64K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares146.31K

TypeSH

Market value$9.12M

5.37%

Sole

146.23K

Shared

0.00

None

78.00

APPLE INC

DFND

COMMON STOCK

Shares27.09K

TypeSH

Market value$6.78M

3.99%

Sole

27.09K

Shared

0.00

None

0.00

SPDR

DFND

MUTUAL FUNDS -

Shares11.35K

TypeSH

Market value$6.65M

3.91%

Sole

11.35K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares27.05K

TypeSH

Market value$5.16M

3.04%

Sole

27.05K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares44.59K

TypeSH

Market value$5.14M

3.02%

Sole

44.59K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares88.38K

TypeSH

Market value$5.13M

3.02%

Sole

88.38K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares93.67K

TypeSH

Market value$4.82M

2.84%

Sole

93.67K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares13.39K

TypeSH

Market value$4.31M

2.54%

Sole

13.39K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares77.83K

TypeSH

Market value$3.72M

2.19%

Sole

77.83K

Shared

0.00

None

0.00

CHEVRON CORPORATION

DFND

COMMON STOCK

Shares24.85K

TypeSH

Market value$3.60M

2.12%

Sole

24.85K

Shared

0.00

None

0.00

MICROSOFT CORP

DFND

COMMON STOCK

Shares7.45K

TypeSH

Market value$3.14M

1.85%

Sole

7.45K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares37.07K

TypeSH

Market value$3.04M

1.79%

Sole

37.07K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

DFND

COMMON STOCK

Shares18.11K

TypeSH

Market value$3.04M

1.79%

Sole

18.11K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares57.66K

TypeSH

Market value$2.76M

1.62%

Sole

57.66K

Shared

0.00

None

0.00

JP MORGAN CHASE & CO

DFND

COMMON STOCK

Shares10.44K

TypeSH

Market value$2.50M

1.47%

Sole

10.33K

Shared

0.00

None

105.00

SCHWAB

DFND

MUTUAL FUNDS -

Shares85.02K

TypeSH

Market value$2.32M

1.37%

Sole

85.02K

Shared

0.00

None

0.00

JP MORGAN

DFND

MUTUAL FUNDS -

Shares49.92K

TypeSH

Market value$2.28M

1.34%

Sole

49.92K

Shared

0.00

None

0.00

NVIDIA CORPORATION

DFND

COMMON STOCK

Shares16.56K

TypeSH

Market value$2.22M

1.31%

Sole

16.56K

Shared

0.00

None

0.00

META PLATFORMS INC

DFND

COMMON STOCK

Shares3.44K

TypeSH

Market value$2.02M

1.19%

Sole

3.44K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares22.48K

TypeSH

Market value$1.99M

1.17%

Sole

22.48K

Shared

0.00

None

0.00

AMAZON COM INC

DFND

COMMON STOCK

Shares8.37K

TypeSH

Market value$1.84M

1.08%

Sole

8.37K

Shared

0.00

None

0.00

ELI LILLY & CO

DFND

COMMON STOCK

Shares2.31K

TypeSH

Market value$1.79M

1.05%

Sole

2.31K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
PEOPLES BANCORP INCDFND	COMMON STOCK	590.90K	SH	$18.73M 11.02%	13.50K	577.40K	0.00
ISHARESDFND	MUTUAL FUNDS -	27.96K	SH	$16.46M 9.69%	27.96K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	97.64K	SH	$9.91M 5.84%	97.64K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	146.31K	SH	$9.12M 5.37%	146.23K	0.00	78.00
APPLE INCDFND	COMMON STOCK	27.09K	SH	$6.78M 3.99%	27.09K	0.00	0.00
SPDRDFND	MUTUAL FUNDS -	11.35K	SH	$6.65M 3.91%	11.35K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	27.05K	SH	$5.16M 3.04%	27.05K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	44.59K	SH	$5.14M 3.02%	44.59K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	88.38K	SH	$5.13M 3.02%	88.38K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	93.67K	SH	$4.82M 2.84%	93.67K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	13.39K	SH	$4.31M 2.54%	13.39K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	77.83K	SH	$3.72M 2.19%	77.83K	0.00	0.00
CHEVRON CORPORATIONDFND	COMMON STOCK	24.85K	SH	$3.60M 2.12%	24.85K	0.00	0.00
MICROSOFT CORPDFND	COMMON STOCK	7.45K	SH	$3.14M 1.85%	7.45K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	37.07K	SH	$3.04M 1.79%	37.07K	0.00	0.00
PROCTER & GAMBLE CODFND	COMMON STOCK	18.11K	SH	$3.04M 1.79%	18.11K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	57.66K	SH	$2.76M 1.62%	57.66K	0.00	0.00
JP MORGAN CHASE & CODFND	COMMON STOCK	10.44K	SH	$2.50M 1.47%	10.33K	0.00	105.00
SCHWABDFND	MUTUAL FUNDS -	85.02K	SH	$2.32M 1.37%	85.02K	0.00	0.00
JP MORGANDFND	MUTUAL FUNDS -	49.92K	SH	$2.28M 1.34%	49.92K	0.00	0.00
NVIDIA CORPORATIONDFND	COMMON STOCK	16.56K	SH	$2.22M 1.31%	16.56K	0.00	0.00
META PLATFORMS INCDFND	COMMON STOCK	3.44K	SH	$2.02M 1.19%	3.44K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	22.48K	SH	$1.99M 1.17%	22.48K	0.00	0.00
AMAZON COM INCDFND	COMMON STOCK	8.37K	SH	$1.84M 1.08%	8.37K	0.00	0.00
ELI LILLY & CODFND	COMMON STOCK	2.31K	SH	$1.79M 1.05%	2.31K	0.00	0.00

Page 1 of 4