PEOPLES BANK /OH

Filed: 7/22/2025ACC: 0000934866-25-000009

📋 What this filing means

PEOPLES BANK /OH filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $161.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$161.85M

Total AUM (reported)

1.91M

Total Shares

Allocation by class

MUTUAL FUNDS -$93.69M57.9%

COMMON STOCK$67.63M41.8%

FOREIGN STOCK$537.8K0.3%

Portfolio Concentration

Top 3$44.61M27.6%

4–10$38.86M24.0%

11–25$40.42M25.0%

Rest$37.96M23.5%

Top 3 weight

27.6%

Top 10 weight

51.6%

Voting Authority Distribution

Total shares with voting rights: 1.91M

Sole

Full voting authority

1.36M

% of voting shares71.0%

Shared

Joint voting authority

553.73K

% of voting shares29.0%

None

No voting authority

180.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole0

Shared0

Other97

Dominant voting typeSole · 71.0% of voting shares

Institutional Holdings97

Rows:

PEOPLES BANCORP INC

DFND

COMMON STOCK

Shares566.23K

TypeSH

Market value$17.29M

10.68%

Sole

12.50K

Shared

553.73K

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares26.63K

TypeSH

Market value$16.54M

10.22%

Sole

26.63K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares97.93K

TypeSH

Market value$10.78M

6.66%

Sole

97.93K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares135.54K

TypeSH

Market value$8.41M

5.19%

Sole

135.54K

Shared

0.00

None

0.00

SPDR

DFND

MUTUAL FUNDS -

Shares10.47K

TypeSH

Market value$6.47M

4.00%

Sole

10.47K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares102.86K

TypeSH

Market value$6.15M

3.80%

Sole

102.86K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares24.46K

TypeSH

Market value$4.78M

2.95%

Sole

24.46K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares13K

TypeSH

Market value$4.41M

2.73%

Sole

13K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares81.80K

TypeSH

Market value$4.36M

2.69%

Sole

81.80K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares39.17K

TypeSH

Market value$4.28M

2.65%

Sole

39.17K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares78.49K

TypeSH

Market value$3.82M

2.36%

Sole

78.49K

Shared

0.00

None

0.00

APPLE INC

DFND

COMMON STOCK

Shares18.41K

TypeSH

Market value$3.78M

2.33%

Sole

18.41K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares43.18K

TypeSH

Market value$3.58M

2.21%

Sole

43.14K

Shared

0.00

None

39.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares61.58K

TypeSH

Market value$3.51M

2.17%

Sole

61.58K

Shared

0.00

None

0.00

CHEVRON CORPORATION

DFND

COMMON STOCK

Shares23.63K

TypeSH

Market value$3.38M

2.09%

Sole

23.63K

Shared

0.00

None

0.00

MICROSOFT CORP

DFND

COMMON STOCK

Shares5.90K

TypeSH

Market value$2.94M

1.81%

Sole

5.90K

Shared

0.00

None

0.00

JP MORGAN CHASE & CO

DFND

COMMON STOCK

Shares9.87K

TypeSH

Market value$2.86M

1.77%

Sole

9.84K

Shared

0.00

None

31.00

PROCTER & GAMBLE CO

DFND

COMMON STOCK

Shares16.98K

TypeSH

Market value$2.70M

1.67%

Sole

16.98K

Shared

0.00

None

0.00

META PLATFORMS INC

DFND

COMMON STOCK

Shares3.37K

TypeSH

Market value$2.48M

1.53%

Sole

3.37K

Shared

0.00

None

0.00

NVIDIA CORPORATION

DFND

COMMON STOCK

Shares14.21K

TypeSH

Market value$2.24M

1.39%

Sole

14.21K

Shared

0.00

None

0.00

JP MORGAN

DFND

MUTUAL FUNDS -

Shares46.87K

TypeSH

Market value$2.17M

1.34%

Sole

46.87K

Shared

0.00

None

0.00

AMAZON COM INC

DFND

COMMON STOCK

Shares8.13K

TypeSH

Market value$1.78M

1.10%

Sole

8.13K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares19.20K

TypeSH

Market value$1.77M

1.09%

Sole

19.20K

Shared

0.00

None

0.00

ORACLE CORPORATION

DFND

COMMON STOCK

Shares7.90K

TypeSH

Market value$1.73M

1.07%

Sole

7.90K

Shared

0.00

None

0.00

DIMENSIONAL

DFND

MUTUAL FUNDS -

Shares38.99K

TypeSH

Market value$1.67M

1.03%

Sole

38.99K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
PEOPLES BANCORP INCDFND	COMMON STOCK	566.23K	SH	$17.29M 10.68%	12.50K	553.73K	0.00
ISHARESDFND	MUTUAL FUNDS -	26.63K	SH	$16.54M 10.22%	26.63K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	97.93K	SH	$10.78M 6.66%	97.93K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	135.54K	SH	$8.41M 5.19%	135.54K	0.00	0.00
SPDRDFND	MUTUAL FUNDS -	10.47K	SH	$6.47M 4.00%	10.47K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	102.86K	SH	$6.15M 3.80%	102.86K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	24.46K	SH	$4.78M 2.95%	24.46K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	13K	SH	$4.41M 2.73%	13K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	81.80K	SH	$4.36M 2.69%	81.80K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	39.17K	SH	$4.28M 2.65%	39.17K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	78.49K	SH	$3.82M 2.36%	78.49K	0.00	0.00
APPLE INCDFND	COMMON STOCK	18.41K	SH	$3.78M 2.33%	18.41K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	43.18K	SH	$3.58M 2.21%	43.14K	0.00	39.00
VANGUARDDFND	MUTUAL FUNDS -	61.58K	SH	$3.51M 2.17%	61.58K	0.00	0.00
CHEVRON CORPORATIONDFND	COMMON STOCK	23.63K	SH	$3.38M 2.09%	23.63K	0.00	0.00
MICROSOFT CORPDFND	COMMON STOCK	5.90K	SH	$2.94M 1.81%	5.90K	0.00	0.00
JP MORGAN CHASE & CODFND	COMMON STOCK	9.87K	SH	$2.86M 1.77%	9.84K	0.00	31.00
PROCTER & GAMBLE CODFND	COMMON STOCK	16.98K	SH	$2.70M 1.67%	16.98K	0.00	0.00
META PLATFORMS INCDFND	COMMON STOCK	3.37K	SH	$2.48M 1.53%	3.37K	0.00	0.00
NVIDIA CORPORATIONDFND	COMMON STOCK	14.21K	SH	$2.24M 1.39%	14.21K	0.00	0.00
JP MORGANDFND	MUTUAL FUNDS -	46.87K	SH	$2.17M 1.34%	46.87K	0.00	0.00
AMAZON COM INCDFND	COMMON STOCK	8.13K	SH	$1.78M 1.10%	8.13K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	19.20K	SH	$1.77M 1.09%	19.20K	0.00	0.00
ORACLE CORPORATIONDFND	COMMON STOCK	7.90K	SH	$1.73M 1.07%	7.90K	0.00	0.00
DIMENSIONALDFND	MUTUAL FUNDS -	38.99K	SH	$1.67M 1.03%	38.99K	0.00	0.00

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