PEOPLES BANK /OH

Filed: 10/28/2025ACC: 0000934866-25-000014

📋 What this filing means

PEOPLES BANK /OH filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $162.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$162.74M

Total AUM (reported)

1.76M

Total Shares

Allocation by class

MUTUAL FUNDS -$93.97M57.7%

COMMON STOCK$68.23M41.9%

FOREIGN STOCK$544.3K0.3%

Portfolio Concentration

Top 3$41.04M25.2%

4–10$39.93M24.5%

11–25$42.94M26.4%

Rest$38.84M23.9%

Top 3 weight

25.2%

Top 10 weight

49.8%

Voting Authority Distribution

Total shares with voting rights: 1.76M

Sole

Full voting authority

1.30M

% of voting shares74.0%

Shared

Joint voting authority

457.14K

% of voting shares26.0%

None

No voting authority

181.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole0

Shared0

Other94

Dominant voting typeSole · 74.0% of voting shares

Institutional Holdings94

Rows:

ISHARES

DFND

MUTUAL FUNDS -

Shares24.67K

TypeSH

Market value$16.51M

10.14%

Sole

24.67K

Shared

0.00

None

0.00

PEOPLES BANCORP INC

DFND

COMMON STOCK

Shares461.27K

TypeSH

Market value$13.83M

8.50%

Sole

4.13K

Shared

457.14K

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares88.64K

TypeSH

Market value$10.70M

6.57%

Sole

88.64K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares129.80K

TypeSH

Market value$8.47M

5.20%

Sole

129.80K

Shared

0.00

None

0.00

SPDR

DFND

MUTUAL FUNDS -

Shares10.32K

TypeSH

Market value$6.88M

4.23%

Sole

10.32K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares101.32K

TypeSH

Market value$6.08M

3.74%

Sole

101.32K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares12.84K

TypeSH

Market value$4.69M

2.88%

Sole

12.84K

Shared

0.00

None

0.00

APPLE INC

DFND

COMMON STOCK

Shares18.31K

TypeSH

Market value$4.66M

2.86%

Sole

18.31K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares22.41K

TypeSH

Market value$4.63M

2.84%

Sole

22.41K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares37.99K

TypeSH

Market value$4.51M

2.77%

Sole

37.99K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares79.99K

TypeSH

Market value$4.33M

2.66%

Sole

79.99K

Shared

0.00

None

0.00

JP MORGAN CHASE & CO

DFND

COMMON STOCK

Shares13.02K

TypeSH

Market value$4.11M

2.52%

Sole

12.99K

Shared

0.00

None

31.00

ISHARES

DFND

MUTUAL FUNDS -

Shares77.37K

TypeSH

Market value$3.78M

2.32%

Sole

77.37K

Shared

0.00

None

0.00

CHEVRON CORPORATION

DFND

COMMON STOCK

Shares23.72K

TypeSH

Market value$3.68M

2.26%

Sole

23.72K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares42.40K

TypeSH

Market value$3.52M

2.16%

Sole

42.36K

Shared

0.00

None

40.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares56.29K

TypeSH

Market value$3.37M

2.07%

Sole

56.29K

Shared

0.00

None

0.00

MICROSOFT CORP

DFND

COMMON STOCK

Shares5.89K

TypeSH

Market value$3.05M

1.87%

Sole

5.89K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

DFND

COMMON STOCK

Shares16.83K

TypeSH

Market value$2.59M

1.59%

Sole

16.83K

Shared

0.00

None

0.00

NVIDIA CORPORATION

DFND

COMMON STOCK

Shares13.53K

TypeSH

Market value$2.53M

1.55%

Sole

13.53K

Shared

0.00

None

0.00

META PLATFORMS INC

DFND

COMMON STOCK

Shares3.21K

TypeSH

Market value$2.36M

1.45%

Sole

3.21K

Shared

0.00

None

0.00

ORACLE CORPORATION

DFND

COMMON STOCK

Shares7.77K

TypeSH

Market value$2.18M

1.34%

Sole

7.77K

Shared

0.00

None

0.00

JP MORGAN

DFND

MUTUAL FUNDS -

Shares46.08K

TypeSH

Market value$2.14M

1.31%

Sole

46.08K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares18.99K

TypeSH

Market value$1.83M

1.13%

Sole

18.99K

Shared

0.00

None

0.00

AMAZON COM INC

DFND

COMMON STOCK

Shares8.16K

TypeSH

Market value$1.79M

1.10%

Sole

8.16K

Shared

0.00

None

0.00

EXXON MOBIL CORPORATION

DFND

COMMON STOCK

Shares14.92K

TypeSH

Market value$1.68M

1.03%

Sole

14.92K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARESDFND	MUTUAL FUNDS -	24.67K	SH	$16.51M 10.14%	24.67K	0.00	0.00
PEOPLES BANCORP INCDFND	COMMON STOCK	461.27K	SH	$13.83M 8.50%	4.13K	457.14K	0.00
ISHARESDFND	MUTUAL FUNDS -	88.64K	SH	$10.70M 6.57%	88.64K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	129.80K	SH	$8.47M 5.20%	129.80K	0.00	0.00
SPDRDFND	MUTUAL FUNDS -	10.32K	SH	$6.88M 4.23%	10.32K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	101.32K	SH	$6.08M 3.74%	101.32K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	12.84K	SH	$4.69M 2.88%	12.84K	0.00	0.00
APPLE INCDFND	COMMON STOCK	18.31K	SH	$4.66M 2.86%	18.31K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	22.41K	SH	$4.63M 2.84%	22.41K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	37.99K	SH	$4.51M 2.77%	37.99K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	79.99K	SH	$4.33M 2.66%	79.99K	0.00	0.00
JP MORGAN CHASE & CODFND	COMMON STOCK	13.02K	SH	$4.11M 2.52%	12.99K	0.00	31.00
ISHARESDFND	MUTUAL FUNDS -	77.37K	SH	$3.78M 2.32%	77.37K	0.00	0.00
CHEVRON CORPORATIONDFND	COMMON STOCK	23.72K	SH	$3.68M 2.26%	23.72K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	42.40K	SH	$3.52M 2.16%	42.36K	0.00	40.00
VANGUARDDFND	MUTUAL FUNDS -	56.29K	SH	$3.37M 2.07%	56.29K	0.00	0.00
MICROSOFT CORPDFND	COMMON STOCK	5.89K	SH	$3.05M 1.87%	5.89K	0.00	0.00
PROCTER & GAMBLE CODFND	COMMON STOCK	16.83K	SH	$2.59M 1.59%	16.83K	0.00	0.00
NVIDIA CORPORATIONDFND	COMMON STOCK	13.53K	SH	$2.53M 1.55%	13.53K	0.00	0.00
META PLATFORMS INCDFND	COMMON STOCK	3.21K	SH	$2.36M 1.45%	3.21K	0.00	0.00
ORACLE CORPORATIONDFND	COMMON STOCK	7.77K	SH	$2.18M 1.34%	7.77K	0.00	0.00
JP MORGANDFND	MUTUAL FUNDS -	46.08K	SH	$2.14M 1.31%	46.08K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	18.99K	SH	$1.83M 1.13%	18.99K	0.00	0.00
AMAZON COM INCDFND	COMMON STOCK	8.16K	SH	$1.79M 1.10%	8.16K	0.00	0.00
EXXON MOBIL CORPORATIONDFND	COMMON STOCK	14.92K	SH	$1.68M 1.03%	14.92K	0.00	0.00

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