Filed: 1/29/2026ACC: 0000934866-26-000002
π What this filing means
PEOPLES BANK /OH filed this quarterly 13FβHR report disclosing 97 equity positions with a total reported market value of $161.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$161.20M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
MUTUAL FUNDS -$94.30M58.5%
COMMON STOCK$66.40M41.2%
FOREIGN STOCK$504.3K0.3%
Portfolio Concentration
Top 3$40.41M25.1%
4β10$40.46M25.1%
11β25$40.87M25.4%
Rest$39.46M24.5%
Top 3 weight
25.1%
Top 10 weight
50.2%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
1.31M
shares
% of voting shares75.2%
Shared
Joint voting authority
432.57K
shares
% of voting shares24.8%
None
No voting authority
171.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other97
Dominant voting typeSole Β· 75.2% of voting shares
Institutional Holdings97
Rows:
ISHARES
DFNDShares24.15K
TypeSH
Market value$16.54M
10.26%
Sole
24.15K
Shared
0.00
None
0.00
PEOPLES BANCORP INC
DFNDShares436.57K
TypeSH
Market value$13.11M
8.13%
Sole
4K
Shared
432.57K
None
0.00
ISHARES
DFNDShares87.28K
TypeSH
Market value$10.76M
6.67%
Sole
87.28K
Shared
0.00
None
0.00
ISHARES
DFNDShares127.67K
TypeSH
Market value$8.43M
5.23%
Sole
127.67K
Shared
0.00
None
0.00
SPDR
DFNDShares10.32K
TypeSH
Market value$7.04M
4.37%
Sole
10.32K
Shared
0.00
None
0.00
VANGUARD
DFNDShares97.62K
TypeSH
Market value$5.85M
3.63%
Sole
97.62K
Shared
0.00
None
0.00
APPLE INC
DFNDShares18.96K
TypeSH
Market value$5.15M
3.20%
Sole
18.96K
Shared
0.00
None
0.00
ISHARES
DFNDShares12.84K
TypeSH
Market value$4.79M
2.97%
Sole
12.84K
Shared
0.00
None
0.00
ISHARES
DFNDShares22.14K
TypeSH
Market value$4.69M
2.91%
Sole
22.14K
Shared
0.00
None
0.00
ISHARES
DFNDShares37.48K
TypeSH
Market value$4.50M
2.79%
Sole
37.48K
Shared
0.00
None
0.00
ISHARES
DFNDShares77.13K
TypeSH
Market value$4.16M
2.58%
Sole
77.13K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
DFNDShares12.27K
TypeSH
Market value$3.95M
2.45%
Sole
12.24K
Shared
0.00
None
31.00
ISHARES
DFNDShares74.57K
TypeSH
Market value$3.64M
2.26%
Sole
74.57K
Shared
0.00
None
0.00
CHEVRON CORPORATION
DFNDShares23.76K
TypeSH
Market value$3.62M
2.25%
Sole
23.76K
Shared
0.00
None
0.00
VANGUARD
DFNDShares54.45K
TypeSH
Market value$3.40M
2.11%
Sole
54.45K
Shared
0.00
None
0.00
ISHARES
DFNDShares40.83K
TypeSH
Market value$3.38M
2.10%
Sole
40.79K
Shared
0.00
None
40.00
MICROSOFT CORP
DFNDShares5.96K
TypeSH
Market value$2.88M
1.79%
Sole
5.96K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
DFNDShares16.80K
TypeSH
Market value$2.41M
1.49%
Sole
16.80K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares3.26K
TypeSH
Market value$2.15M
1.33%
Sole
3.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares11.29K
TypeSH
Market value$2.11M
1.31%
Sole
11.29K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares8.32K
TypeSH
Market value$1.92M
1.19%
Sole
8.32K
Shared
0.00
None
0.00
PIMCO
DFNDShares70.97K
TypeSH
Market value$1.89M
1.17%
Sole
70.97K
Shared
0.00
None
0.00
ISHARES
DFNDShares18.97K
TypeSH
Market value$1.83M
1.13%
Sole
18.97K
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
DFNDShares14.99K
TypeSH
Market value$1.80M
1.12%
Sole
14.99K
Shared
0.00
None
0.00
DIMENSIONAL
DFNDShares34.75K
TypeSH
Market value$1.73M
1.08%
Sole
34.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARESDFND | MUTUAL FUNDS - | 24.15K | SH | $16.54M 10.26% | 24.15K | 0.00 | 0.00 |
PEOPLES BANCORP INCDFND | COMMON STOCK | 436.57K | SH | $13.11M 8.13% | 4K | 432.57K | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 87.28K | SH | $10.76M 6.67% | 87.28K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 127.67K | SH | $8.43M 5.23% | 127.67K | 0.00 | 0.00 |
SPDRDFND | MUTUAL FUNDS - | 10.32K | SH | $7.04M 4.37% | 10.32K | 0.00 | 0.00 |
VANGUARDDFND | MUTUAL FUNDS - | 97.62K | SH | $5.85M 3.63% | 97.62K | 0.00 | 0.00 |
APPLE INCDFND | COMMON STOCK | 18.96K | SH | $5.15M 3.20% | 18.96K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 12.84K | SH | $4.79M 2.97% | 12.84K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 22.14K | SH | $4.69M 2.91% | 22.14K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 37.48K | SH | $4.50M 2.79% | 37.48K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 77.13K | SH | $4.16M 2.58% | 77.13K | 0.00 | 0.00 |
JP MORGAN CHASE & CODFND | COMMON STOCK | 12.27K | SH | $3.95M 2.45% | 12.24K | 0.00 | 31.00 |
ISHARESDFND | MUTUAL FUNDS - | 74.57K | SH | $3.64M 2.26% | 74.57K | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COMMON STOCK | 23.76K | SH | $3.62M 2.25% | 23.76K | 0.00 | 0.00 |
VANGUARDDFND | MUTUAL FUNDS - | 54.45K | SH | $3.40M 2.11% | 54.45K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 40.83K | SH | $3.38M 2.10% | 40.79K | 0.00 | 40.00 |
MICROSOFT CORPDFND | COMMON STOCK | 5.96K | SH | $2.88M 1.79% | 5.96K | 0.00 | 0.00 |
PROCTER & GAMBLE CODFND | COMMON STOCK | 16.80K | SH | $2.41M 1.49% | 16.80K | 0.00 | 0.00 |
META PLATFORMS INCDFND | COMMON STOCK | 3.26K | SH | $2.15M 1.33% | 3.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COMMON STOCK | 11.29K | SH | $2.11M 1.31% | 11.29K | 0.00 | 0.00 |
AMAZON COM INCDFND | COMMON STOCK | 8.32K | SH | $1.92M 1.19% | 8.32K | 0.00 | 0.00 |
PIMCODFND | MUTUAL FUNDS - | 70.97K | SH | $1.89M 1.17% | 70.97K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 18.97K | SH | $1.83M 1.13% | 18.97K | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONDFND | COMMON STOCK | 14.99K | SH | $1.80M 1.12% | 14.99K | 0.00 | 0.00 |
DIMENSIONALDFND | MUTUAL FUNDS - | 34.75K | SH | $1.73M 1.08% | 34.75K | 0.00 | 0.00 |
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