Filed: 7/27/2026ACC: 0000934866-26-000007
📋 What this filing means
PEOPLES BANK /OH filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $194.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$194.52M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
MUTUAL FUNDS -$116.05M59.7%
COMMON STOCK$78.01M40.1%
FOREIGN STOCK$459.8K0.2%
Portfolio Concentration
Top 3$49.86M25.6%
4–10$46.09M23.7%
11–25$48.10M24.7%
Rest$50.46M25.9%
Top 3 weight
25.6%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Sole
Full voting authority
1.48M
shares
% of voting shares77.1%
Shared
Joint voting authority
439.56K
shares
% of voting shares22.9%
None
No voting authority
257.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other100
Dominant voting typeSole · 77.1% of voting shares
Institutional Holdings100
Rows:
ISHARES
DFNDShares26.65K
TypeSH
Market value$19.96M
10.26%
Sole
26.65K
Shared
0.00
None
0.00
PEOPLES BANCORP INC
DFNDShares443.56K
TypeSH
Market value$17.04M
8.76%
Sole
4K
Shared
439.56K
None
0.00
ISHARES
DFNDShares93.54K
TypeSH
Market value$12.86M
6.61%
Sole
93.54K
Shared
0.00
None
0.00
ISHARES
DFNDShares131.93K
TypeSH
Market value$10.17M
5.23%
Sole
131.93K
Shared
0.00
None
0.00
SPDR
DFNDShares10.12K
TypeSH
Market value$7.56M
3.88%
Sole
10.12K
Shared
0.00
None
0.00
ISHARES
DFNDShares15.07K
TypeSH
Market value$6.17M
3.17%
Sole
15.07K
Shared
0.00
None
0.00
ISHARES
DFNDShares25.93K
TypeSH
Market value$5.89M
3.03%
Sole
25.93K
Shared
0.00
None
0.00
VANGUARD
DFNDShares95.09K
TypeSH
Market value$5.61M
2.88%
Sole
95.09K
Shared
0.00
None
0.00
APPLE INC
DFNDShares19.07K
TypeSH
Market value$5.52M
2.84%
Sole
19.07K
Shared
0.00
None
0.00
ISHARES
DFNDShares34.93K
TypeSH
Market value$5.18M
2.66%
Sole
34.93K
Shared
0.00
None
0.00
ISHARES
DFNDShares62.03K
TypeSH
Market value$5.09M
2.62%
Sole
61.99K
Shared
0.00
None
40.00
ISHARES
DFNDShares89.26K
TypeSH
Market value$4.75M
2.44%
Sole
89.26K
Shared
0.00
None
0.00
ISHARES
DFNDShares88.53K
TypeSH
Market value$4.27M
2.20%
Sole
88.53K
Shared
0.00
None
0.00
CHEVRON CORPORATION
DFNDShares23.94K
TypeSH
Market value$3.97M
2.04%
Sole
23.94K
Shared
0.00
None
0.00
VANGUARD
DFNDShares55.22K
TypeSH
Market value$3.93M
2.02%
Sole
55.22K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
DFNDShares11.91K
TypeSH
Market value$3.90M
2.00%
Sole
11.88K
Shared
0.00
None
31.00
DIMENSIONAL
DFNDShares56.16K
TypeSH
Market value$3.03M
1.56%
Sole
56.16K
Shared
0.00
None
0.00
MICRON TECHNOLOGY
DFNDShares2.44K
TypeSH
Market value$2.81M
1.45%
Sole
2.44K
Shared
0.00
None
0.00
ISHARES
DFNDShares42.36K
TypeSH
Market value$2.61M
1.34%
Sole
42.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares12.97K
TypeSH
Market value$2.60M
1.33%
Sole
12.97K
Shared
0.00
None
0.00
PIMCO
DFNDShares94.04K
TypeSH
Market value$2.49M
1.28%
Sole
94.04K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares6.16K
TypeSH
Market value$2.30M
1.18%
Sole
6.16K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares9.14K
TypeSH
Market value$2.18M
1.12%
Sole
9.14K
Shared
0.00
None
0.00
ISHARES
DFNDShares18.96K
TypeSH
Market value$2.09M
1.08%
Sole
18.96K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
DFNDShares14.19K
TypeSH
Market value$2.08M
1.07%
Sole
14.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARESDFND | MUTUAL FUNDS - | 26.65K | SH | $19.96M 10.26% | 26.65K | 0.00 | 0.00 |
PEOPLES BANCORP INCDFND | COMMON STOCK | 443.56K | SH | $17.04M 8.76% | 4K | 439.56K | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 93.54K | SH | $12.86M 6.61% | 93.54K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 131.93K | SH | $10.17M 5.23% | 131.93K | 0.00 | 0.00 |
SPDRDFND | MUTUAL FUNDS - | 10.12K | SH | $7.56M 3.88% | 10.12K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 15.07K | SH | $6.17M 3.17% | 15.07K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 25.93K | SH | $5.89M 3.03% | 25.93K | 0.00 | 0.00 |
VANGUARDDFND | MUTUAL FUNDS - | 95.09K | SH | $5.61M 2.88% | 95.09K | 0.00 | 0.00 |
APPLE INCDFND | COMMON STOCK | 19.07K | SH | $5.52M 2.84% | 19.07K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 34.93K | SH | $5.18M 2.66% | 34.93K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 62.03K | SH | $5.09M 2.62% | 61.99K | 0.00 | 40.00 |
ISHARESDFND | MUTUAL FUNDS - | 89.26K | SH | $4.75M 2.44% | 89.26K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 88.53K | SH | $4.27M 2.20% | 88.53K | 0.00 | 0.00 |
CHEVRON CORPORATIONDFND | COMMON STOCK | 23.94K | SH | $3.97M 2.04% | 23.94K | 0.00 | 0.00 |
VANGUARDDFND | MUTUAL FUNDS - | 55.22K | SH | $3.93M 2.02% | 55.22K | 0.00 | 0.00 |
JP MORGAN CHASE & CODFND | COMMON STOCK | 11.91K | SH | $3.90M 2.00% | 11.88K | 0.00 | 31.00 |
DIMENSIONALDFND | MUTUAL FUNDS - | 56.16K | SH | $3.03M 1.56% | 56.16K | 0.00 | 0.00 |
MICRON TECHNOLOGYDFND | COMMON STOCK | 2.44K | SH | $2.81M 1.45% | 2.44K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 42.36K | SH | $2.61M 1.34% | 42.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COMMON STOCK | 12.97K | SH | $2.60M 1.33% | 12.97K | 0.00 | 0.00 |
PIMCODFND | MUTUAL FUNDS - | 94.04K | SH | $2.49M 1.28% | 94.04K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COMMON STOCK | 6.16K | SH | $2.30M 1.18% | 6.16K | 0.00 | 0.00 |
AMAZON COM INCDFND | COMMON STOCK | 9.14K | SH | $2.18M 1.12% | 9.14K | 0.00 | 0.00 |
ISHARESDFND | MUTUAL FUNDS - | 18.96K | SH | $2.09M 1.08% | 18.96K | 0.00 | 0.00 |
PROCTER & GAMBLE CODFND | COMMON STOCK | 14.19K | SH | $2.08M 1.07% | 14.19K | 0.00 | 0.00 |
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