PEOPLES BANK /OH

PrivateCIK: 934866
Location

MARIETTA, OH

📋 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

TOTAL AUM$194.52M100 positions
MUTUAL FUNDS -$116.05M59.7%
COMMON STOCK$78.01M40.1%
FOREIGN STOCK$459.8K0.2%

Portfolio Concentration

Top 325.6%4–1023.7%11–2524.7%Rest25.9%TOP 1049.3%0%100%
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

DFND
MUTUAL FUNDS -
Shares26.65K
TypeSH
Market value$19.96M
10.26%
Sole
26.65K
Shared
0.00
None
0.00

PEOPLES BANCORP INC

DFND
COMMON STOCK
Shares443.56K
TypeSH
Market value$17.04M
8.76%
Sole
4K
Shared
439.56K
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares93.54K
TypeSH
Market value$12.86M
6.61%
Sole
93.54K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares131.93K
TypeSH
Market value$10.17M
5.23%
Sole
131.93K
Shared
0.00
None
0.00

SPDR

DFND
MUTUAL FUNDS -
Shares10.12K
TypeSH
Market value$7.56M
3.88%
Sole
10.12K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares15.07K
TypeSH
Market value$6.17M
3.17%
Sole
15.07K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares25.93K
TypeSH
Market value$5.89M
3.03%
Sole
25.93K
Shared
0.00
None
0.00

VANGUARD

DFND
MUTUAL FUNDS -
Shares95.09K
TypeSH
Market value$5.61M
2.88%
Sole
95.09K
Shared
0.00
None
0.00

APPLE INC

DFND
COMMON STOCK
Shares19.07K
TypeSH
Market value$5.52M
2.84%
Sole
19.07K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares34.93K
TypeSH
Market value$5.18M
2.66%
Sole
34.93K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares62.03K
TypeSH
Market value$5.09M
2.62%
Sole
61.99K
Shared
0.00
None
40.00

ISHARES

DFND
MUTUAL FUNDS -
Shares89.26K
TypeSH
Market value$4.75M
2.44%
Sole
89.26K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares88.53K
TypeSH
Market value$4.27M
2.20%
Sole
88.53K
Shared
0.00
None
0.00

CHEVRON CORPORATION

DFND
COMMON STOCK
Shares23.94K
TypeSH
Market value$3.97M
2.04%
Sole
23.94K
Shared
0.00
None
0.00

VANGUARD

DFND
MUTUAL FUNDS -
Shares55.22K
TypeSH
Market value$3.93M
2.02%
Sole
55.22K
Shared
0.00
None
0.00

JP MORGAN CHASE & CO

DFND
COMMON STOCK
Shares11.91K
TypeSH
Market value$3.90M
2.00%
Sole
11.88K
Shared
0.00
None
31.00

DIMENSIONAL

DFND
MUTUAL FUNDS -
Shares56.16K
TypeSH
Market value$3.03M
1.56%
Sole
56.16K
Shared
0.00
None
0.00

MICRON TECHNOLOGY

DFND
COMMON STOCK
Shares2.44K
TypeSH
Market value$2.81M
1.45%
Sole
2.44K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares42.36K
TypeSH
Market value$2.61M
1.34%
Sole
42.36K
Shared
0.00
None
0.00

NVIDIA CORPORATION

DFND
COMMON STOCK
Shares12.97K
TypeSH
Market value$2.60M
1.33%
Sole
12.97K
Shared
0.00
None
0.00

PIMCO

DFND
MUTUAL FUNDS -
Shares94.04K
TypeSH
Market value$2.49M
1.28%
Sole
94.04K
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COMMON STOCK
Shares6.16K
TypeSH
Market value$2.30M
1.18%
Sole
6.16K
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COMMON STOCK
Shares9.14K
TypeSH
Market value$2.18M
1.12%
Sole
9.14K
Shared
0.00
None
0.00

ISHARES

DFND
MUTUAL FUNDS -
Shares18.96K
TypeSH
Market value$2.09M
1.08%
Sole
18.96K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

DFND
COMMON STOCK
Shares14.19K
TypeSH
Market value$2.08M
1.07%
Sole
14.19K
Shared
0.00
None
0.00
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