MOODY NATIONAL BANK TRUST DIVISION PEBO — PEOPLES BANCORP INC

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  6 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported PEOPLES BANCORP INC (PEBO) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows PEBO at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PEBO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in PEOPLES BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PEBO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PEBO stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held PEBO — position size vs. price
% of Fund (quarterly)    PEBO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 13,018 — 0% 0.04% $500K 2026-07-07 $38.09
2026 Q1 ADDED — — — 13,018 +3,605 +38.3% 0.04% $428K 2026-04-09 $33.91
2025 Q4 REDUCED — — — 9,413 -59 -0.6% 0.03% $283K 2026-01-12 $29.52
2025 Q3 ADDED — — — 9,472 +2,642 +38.7% 0.02% $284K 2025-10-06 $28.81
2025 Q2 REDUCED 11.5% -0.5% ✅ 6,830 -887 -11.5% 0.02% $209K 2025-07-10 $29.89
2025 Q1 INITIATED — — — 7,717 — — 0.02% $229K 2025-04-04 $25.24

🏢 Other funds also holding PEBO

As of 2026 Q2 — sorted by position size

PEOPLES BANK /OH 3Y 7Y 8.76% Graver Capital Management, LLC 1.56% nVerses Capital, LLC 0.88% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.59% MQS Management LLC 3Y 0.46% Pathway Financial Advisers, LLC 0.35% COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 0.34% Uncommon Cents Investing LLC 3Y 7Y 0.32% Fonville Wealth Management LLC 0.31% Polaris Capital Management, LLC 3Y 7Y 0.29%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and PEBO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning PEBO?

MOODY NATIONAL BANK TRUST DIVISION reported PEBO across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported PEBO position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for PEBO was 0.04% in 2026 Q2.

What is the latest reported PEBO position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 13,018 shares, equal to 0.04% of portfolio, with an estimated market value of $500K.

What does the chart on this PEBO ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly PEBO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY NATIONAL BANK TRUST DIVISION time their PEBO position?

Based on 13F filing dates vs. subsequent PEBO price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on PEBO relative to SPY over the holding period was +0.5%.

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