PEOPLES BANK /OH

Filed: 4/30/2025ACC: 0000934866-25-000004

📋 What this filing means

PEOPLES BANK /OH filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $152.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$152.45M

Total AUM (reported)

1.95M

Total Shares

Allocation by class

MUTUAL FUNDS -$88.62M58.1%

COMMON STOCK$63.46M41.6%

FOREIGN STOCK$362.3K0.2%

Portfolio Concentration

Top 3$41.51M27.2%

4–10$37.78M24.8%

11–25$38.34M25.1%

Rest$34.81M22.8%

Top 3 weight

27.2%

Top 10 weight

52.0%

Voting Authority Distribution

Total shares with voting rights: 1.95M

Sole

Full voting authority

1.39M

% of voting shares71.4%

Shared

Joint voting authority

556.76K

% of voting shares28.6%

None

No voting authority

219.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole0

Shared0

Other94

Dominant voting typeSole · 71.4% of voting shares

Institutional Holdings94

Rows:

PEOPLES BANCORP INC

DFND

COMMON STOCK

Shares569.76K

TypeSH

Market value$16.90M

11.09%

Sole

13K

Shared

556.76K

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares27.36K

TypeSH

Market value$15.37M

10.08%

Sole

27.36K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares99.51K

TypeSH

Market value$9.24M

6.06%

Sole

99.46K

Shared

0.00

None

48.00

ISHARES

DFND

MUTUAL FUNDS -

Shares145.97K

TypeSH

Market value$8.52M

5.59%

Sole

145.94K

Shared

0.00

None

30.00

SPDR

DFND

MUTUAL FUNDS -

Shares10.74K

TypeSH

Market value$6.01M

3.94%

Sole

10.74K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares87.67K

TypeSH

Market value$5.21M

3.42%

Sole

87.67K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares93.26K

TypeSH

Market value$4.90M

3.21%

Sole

93.26K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares43.10K

TypeSH

Market value$4.51M

2.96%

Sole

43.10K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares23.18K

TypeSH

Market value$4.42M

2.90%

Sole

23.18K

Shared

0.00

None

0.00

APPLE INC

DFND

COMMON STOCK

Shares19.03K

TypeSH

Market value$4.23M

2.77%

Sole

19.03K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares13.02K

TypeSH

Market value$3.99M

2.62%

Sole

13.02K

Shared

0.00

None

0.00

CHEVRON CORPORATION

DFND

COMMON STOCK

Shares23.63K

TypeSH

Market value$3.95M

2.59%

Sole

23.63K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares77.11K

TypeSH

Market value$3.73M

2.45%

Sole

77.11K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares37.32K

TypeSH

Market value$3.09M

2.03%

Sole

37.32K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

DFND

COMMON STOCK

Shares17.06K

TypeSH

Market value$2.91M

1.91%

Sole

17.06K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares56.78K

TypeSH

Market value$2.89M

1.89%

Sole

56.78K

Shared

0.00

None

0.00

JP MORGAN

DFND

MUTUAL FUNDS -

Shares53.48K

TypeSH

Market value$2.46M

1.62%

Sole

53.48K

Shared

0.00

None

0.00

JP MORGAN CHASE & CO

DFND

COMMON STOCK

Shares9.94K

TypeSH

Market value$2.44M

1.60%

Sole

9.91K

Shared

0.00

None

31.00

MICROSOFT CORP

DFND

COMMON STOCK

Shares6.03K

TypeSH

Market value$2.26M

1.49%

Sole

6.03K

Shared

0.00

None

0.00

SCHWAB

DFND

MUTUAL FUNDS -

Shares77.50K

TypeSH

Market value$2.17M

1.42%

Sole

77.50K

Shared

0.00

None

0.00

META PLATFORMS INC

DFND

COMMON STOCK

Shares3.33K

TypeSH

Market value$1.92M

1.26%

Sole

3.33K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares22.38K

TypeSH

Market value$1.90M

1.25%

Sole

22.38K

Shared

0.00

None

0.00

EXXON MOBIL CORPORATION

DFND

COMMON STOCK

Shares15.16K

TypeSH

Market value$1.80M

1.18%

Sole

15.16K

Shared

0.00

None

0.00

AMAZON COM INC

DFND

COMMON STOCK

Shares8.13K

TypeSH

Market value$1.55M

1.01%

Sole

8.13K

Shared

0.00

None

0.00

DIMENSIONAL

DFND

MUTUAL FUNDS -

Shares32.42K

TypeSH

Market value$1.28M

0.84%

Sole

32.42K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
PEOPLES BANCORP INCDFND	COMMON STOCK	569.76K	SH	$16.90M 11.09%	13K	556.76K	0.00
ISHARESDFND	MUTUAL FUNDS -	27.36K	SH	$15.37M 10.08%	27.36K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	99.51K	SH	$9.24M 6.06%	99.46K	0.00	48.00
ISHARESDFND	MUTUAL FUNDS -	145.97K	SH	$8.52M 5.59%	145.94K	0.00	30.00
SPDRDFND	MUTUAL FUNDS -	10.74K	SH	$6.01M 3.94%	10.74K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	87.67K	SH	$5.21M 3.42%	87.67K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	93.26K	SH	$4.90M 3.21%	93.26K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	43.10K	SH	$4.51M 2.96%	43.10K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	23.18K	SH	$4.42M 2.90%	23.18K	0.00	0.00
APPLE INCDFND	COMMON STOCK	19.03K	SH	$4.23M 2.77%	19.03K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	13.02K	SH	$3.99M 2.62%	13.02K	0.00	0.00
CHEVRON CORPORATIONDFND	COMMON STOCK	23.63K	SH	$3.95M 2.59%	23.63K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	77.11K	SH	$3.73M 2.45%	77.11K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	37.32K	SH	$3.09M 2.03%	37.32K	0.00	0.00
PROCTER & GAMBLE CODFND	COMMON STOCK	17.06K	SH	$2.91M 1.91%	17.06K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	56.78K	SH	$2.89M 1.89%	56.78K	0.00	0.00
JP MORGANDFND	MUTUAL FUNDS -	53.48K	SH	$2.46M 1.62%	53.48K	0.00	0.00
JP MORGAN CHASE & CODFND	COMMON STOCK	9.94K	SH	$2.44M 1.60%	9.91K	0.00	31.00
MICROSOFT CORPDFND	COMMON STOCK	6.03K	SH	$2.26M 1.49%	6.03K	0.00	0.00
SCHWABDFND	MUTUAL FUNDS -	77.50K	SH	$2.17M 1.42%	77.50K	0.00	0.00
META PLATFORMS INCDFND	COMMON STOCK	3.33K	SH	$1.92M 1.26%	3.33K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	22.38K	SH	$1.90M 1.25%	22.38K	0.00	0.00
EXXON MOBIL CORPORATIONDFND	COMMON STOCK	15.16K	SH	$1.80M 1.18%	15.16K	0.00	0.00
AMAZON COM INCDFND	COMMON STOCK	8.13K	SH	$1.55M 1.01%	8.13K	0.00	0.00
DIMENSIONALDFND	MUTUAL FUNDS -	32.42K	SH	$1.28M 0.84%	32.42K	0.00	0.00

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