Filed: 4/24/2026ACC: 0000934866-26-000004
π What this filing means
PEOPLES BANK /OH filed this quarterly 13FβHR report disclosing 101 equity positions with a total reported market value of $162.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$162.92M
Total AUM (reported)
1.79M
Total Shares
Allocation by class
MUTUAL FUNDS -$95.47M58.6%
COMMON STOCK$67.08M41.2%
FOREIGN STOCK$364.9K0.2%
Portfolio Concentration
Top 3$40.08M24.6%
4β10$40.21M24.7%
11β25$40.43M24.8%
Rest$42.21M25.9%
Top 3 weight
24.6%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Sole
Full voting authority
1.35M
shares
% of voting shares75.5%
Shared
Joint voting authority
439.62K
shares
% of voting shares24.5%
None
No voting authority
289.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other101
Dominant voting typeSole Β· 75.5% of voting shares
Institutional Holdings101
Rows:
ISHARES
DFNDShares24.28K
TypeSH
Market value$15.86M
9.73%
Sole
24.28K
Shared
0.00
None
0.00
PEOPLES BANCORP INC
DFNDShares443.62K
TypeSH
Market value$14.58M
8.95%
Sole
4K
Shared
439.62K
None
0.00
ISHARES
DFNDShares85.22K
TypeSH
Market value$9.64M
5.92%
Sole
85.22K
Shared
0.00
None
0.00
ISHARES
DFNDShares124.91K
TypeSH
Market value$8.44M
5.18%
Sole
124.91K
Shared
0.00
None
0.00
SPDR
DFNDShares9.97K
TypeSH
Market value$6.49M
3.98%
Sole
9.97K
Shared
0.00
None
0.00
VANGUARD
DFNDShares97.58K
TypeSH
Market value$5.81M
3.57%
Sole
97.58K
Shared
0.00
None
0.00
ISHARES
DFNDShares15.28K
TypeSH
Market value$5.45M
3.34%
Sole
15.28K
Shared
0.00
None
0.00
CHEVRON CORPORATION
DFNDShares23.64K
TypeSH
Market value$4.89M
3.00%
Sole
23.64K
Shared
0.00
None
0.00
APPLE INC
DFNDShares18.04K
TypeSH
Market value$4.58M
2.81%
Sole
18.04K
Shared
0.00
None
0.00
ISHARES
DFNDShares21.59K
TypeSH
Market value$4.56M
2.80%
Sole
21.59K
Shared
0.00
None
0.00
ISHARES
DFNDShares35.33K
TypeSH
Market value$4.39M
2.70%
Sole
35.33K
Shared
0.00
None
0.00
ISHARES
DFNDShares77.16K
TypeSH
Market value$4.11M
2.52%
Sole
77.16K
Shared
0.00
None
0.00
ISHARES
DFNDShares75.47K
TypeSH
Market value$3.66M
2.24%
Sole
75.47K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
DFNDShares11.74K
TypeSH
Market value$3.45M
2.12%
Sole
11.71K
Shared
0.00
None
31.00
ISHARES
DFNDShares41.61K
TypeSH
Market value$3.44M
2.11%
Sole
41.57K
Shared
0.00
None
40.00
VANGUARD
DFNDShares45.71K
TypeSH
Market value$2.93M
1.80%
Sole
45.71K
Shared
0.00
None
0.00
EXXON MOBIL CORPORATION
DFNDShares14.45K
TypeSH
Market value$2.45M
1.50%
Sole
14.45K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
DFNDShares16.43K
TypeSH
Market value$2.37M
1.46%
Sole
16.43K
Shared
0.00
None
0.00
DIMENSIONAL
DFNDShares42.44K
TypeSH
Market value$2.24M
1.38%
Sole
42.44K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares5.60K
TypeSH
Market value$2.07M
1.27%
Sole
5.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares11.37K
TypeSH
Market value$1.98M
1.22%
Sole
11.37K
Shared
0.00
None
0.00
PIMCO
DFNDShares73.98K
TypeSH
Market value$1.94M
1.19%
Sole
73.98K
Shared
0.00
None
0.00
ISHARES
DFNDShares19.14K
TypeSH
Market value$1.86M
1.14%
Sole
19.14K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares3.19K
TypeSH
Market value$1.83M
1.12%
Sole
3.19K
Shared
0.00
None
0.00
ISHARES
DFNDShares31.67K
TypeSH
Market value$1.71M
1.05%
Sole
31.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARESDFND | MUTUAL FUNDS - | 24.28K | SH | $15.86M 9.73% | 24.28K | 0.00 | 0.00 |
PEOPLES BANCORP INCDFND | COMMON STOCK | 443.62K | SH | $14.58M 8.95% | 4K | 439.62K | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 85.22K | SH | $9.64M 5.92% | 85.22K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 124.91K | SH | $8.44M 5.18% | 124.91K | 0.00 | 0.00 |
SPDRDFND | MUTUAL FUNDS - | 9.97K | SH | $6.49M 3.98% | 9.97K | 0.00 | 0.00 |
VANGUARDDFND | MUTUAL FUNDS - | 97.58K | SH | $5.81M 3.57% | 97.58K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 15.28K | SH | $5.45M 3.34% | 15.28K | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COMMON STOCK | 23.64K | SH | $4.89M 3.00% | 23.64K | 0.00 | 0.00 |
APPLE INCDFND | COMMON STOCK | 18.04K | SH | $4.58M 2.81% | 18.04K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 21.59K | SH | $4.56M 2.80% | 21.59K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 35.33K | SH | $4.39M 2.70% | 35.33K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 77.16K | SH | $4.11M 2.52% | 77.16K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 75.47K | SH | $3.66M 2.24% | 75.47K | 0.00 | 0.00 |
JP MORGAN CHASE & CODFND | COMMON STOCK | 11.74K | SH | $3.45M 2.12% | 11.71K | 0.00 | 31.00 |
ISHARESDFND | MUTUAL FUNDS - | 41.61K | SH | $3.44M 2.11% | 41.57K | 0.00 | 40.00 |
VANGUARDDFND | MUTUAL FUNDS - | 45.71K | SH | $2.93M 1.80% | 45.71K | 0.00 | 0.00 |
EXXON MOBIL CORPORATIONDFND | COMMON STOCK | 14.45K | SH | $2.45M 1.50% | 14.45K | 0.00 | 0.00 |
PROCTER & GAMBLE CODFND | COMMON STOCK | 16.43K | SH | $2.37M 1.46% | 16.43K | 0.00 | 0.00 |
DIMENSIONALDFND | MUTUAL FUNDS - | 42.44K | SH | $2.24M 1.38% | 42.44K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COMMON STOCK | 5.60K | SH | $2.07M 1.27% | 5.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COMMON STOCK | 11.37K | SH | $1.98M 1.22% | 11.37K | 0.00 | 0.00 |
PIMCODFND | MUTUAL FUNDS - | 73.98K | SH | $1.94M 1.19% | 73.98K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 19.14K | SH | $1.86M 1.14% | 19.14K | 0.00 | 0.00 |
META PLATFORMS INCDFND | COMMON STOCK | 3.19K | SH | $1.83M 1.12% | 3.19K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 31.67K | SH | $1.71M 1.05% | 31.67K | 0.00 | 0.00 |
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