2026 Q3 Portfolio Activity
In 2026 Q3, PEOPLES BANK /OH maintained a portfolio of 112 distinct positions. The most significant new addition was ISHARES, now representing 0.59% of the total fund value. They heavily accumulated shares in PIMCO, increasing the position by 815.6%. The fund also reduced its exposure to VANGUARD by 70.0%.
Position History
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PEOPLES BANK /OH
AUM $217M
Total Positions
112
Quarter
2026 Q3
Top Holding
IVV (11.0%)
Top 10 Concentration
47.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
PEOPLES BANK /OH Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES
|
ETF | 10.99% | 10.26% |
#1
Prev: #1
|
8.0 |
—
|
4,414 | 16.6% |
P
S
|
31,063 | $23,789,610 |
$262.31
+194.8%
|
2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
PEBO
PEOPLES BANCORP...
|
Financial Services | 7.47% | 8.76% |
#2
Prev: #2
|
5.0 |
—
|
-1,416 | -0.3% |
P
S
|
442,147 | $16,178,150 |
$12.25
+211.9%
|
2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
IVW
ISHARES
|
ETF | 7.35% | 6.61% |
#3
Prev: #3
|
5.9 |
—
|
18,392 | 19.7% |
P
S
|
111,932 | $15,923,449 |
$62.40
+123.2%
|
2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
IJH
ISHARES
|
ETF | 4.72% | 5.23% |
#4
Prev: #4
|
4.4 |
—
|
10,227 | 7.8% |
P
S
|
142,160 | $10,228,421 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SPY
SPDR
|
ETF | 3.22% | 3.88% |
#5
Prev: #5
|
2.3 |
—
|
-972 | -9.6% |
P
S
|
9,145 | $6,974,252 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IVE
ISHARES
|
ETF | 3.08% | 3.03% |
#6
1
Prev: #7
|
3.2 |
—
|
3,287 | 12.7% |
P
S
|
29,215 | $6,669,200 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IWB
ISHARES
|
ETF | 2.89% | 3.17% |
#7
1
Prev: #6
|
1.7 |
—
|
-30 | -0.2% |
P
S
|
15,041 | $6,259,012 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AAPL
APPLE INC
|
Technology | 2.87% | 2.84% |
#8
1
Prev: #9
|
1.6 |
—
|
-405 | -2.1% |
P
S
|
18,662 | $6,214,827 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VGIT
VANGUARD
|
ETF | 2.72% | 2.88% |
#9
1
Prev: #8
|
3.1 |
—
|
8,806 | 9.3% |
P
S
|
103,900 | $5,886,970 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SHY
ISHARES
|
ETF | 2.59% | 2.62% |
#10
1
Prev: #11
|
3.0 |
—
|
6,931 | 11.2% |
P
S
|
68,965 | $5,599,957 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IGIB
ISHARES
|
ETF | 2.32% | 2.44% |
#11
1
Prev: #12
|
2.9 |
—
|
10,440 | 11.7% |
P
S
|
99,699 | $5,019,845 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 2.27% | 2.04% |
#12
2
Prev: #14
|
1.4 |
—
|
85 | 0.4% |
P
S
|
24,022 | $4,905,533 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
DIVB
ISHARES
|
ETF | 2.21% | 1.34% |
#13
6
Prev: #19
|
3.9 |
—
|
31,736 | 74.9% |
P
S
|
74,096 | $4,779,933 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VEA
VANGUARD
|
ETF | 2.10% | 2.02% |
#14
1
Prev: #15
|
2.8 |
—
|
9,308 | 16.9% |
P
S
|
64,529 | $4,556,392 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IJR
ISHARES
|
ETF | 2.08% | 2.66% |
#15
5
Prev: #10
|
1.3 |
—
|
-1,857 | -5.3% |
P
S
|
33,074 | $4,499,388 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
DFIV
DIMENSIONAL
|
Unknown | 1.85% | 1.56% |
#16
1
Prev: #17
|
3.2 |
—
|
15,367 | 27.4% |
P
S
|
71,527 | $3,995,501 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
JPM
JP MORGAN CHASE...
|
Financial Services | 1.81% | 2.00% |
#17
1
Prev: #16
|
1.2 |
—
|
-40 | -0.3% |
P
S
|
11,869 | $3,926,625 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ISTB
ISHARES
|
ETF | 1.66% | 2.20% |
#18
5
Prev: #13
|
1.2 |
—
|
-12,614 | -14.2% |
P
S
|
75,913 | $3,586,902 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.45% | 1.18% |
#19
3
Prev: #22
|
1.1 |
—
|
-48 | -0.8% |
P
S
|
6,112 | $3,134,855 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SMMU
PIMCO
|
ETF | 1.39% | 0.17% |
#20
58
Prev: #78
|
3.6 |
—
|
54,368 | 815.6% |
P
S
|
61,034 | $3,015,692 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.36% | 1.33% |
#21
1
Prev: #20
|
1.0 |
—
|
-119 | -0.9% |
P
S
|
12,851 | $2,934,912 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.35% | 1.45% |
#22
4
Prev: #18
|
2.5 |
—
|
304 | 12.5% |
P
S
|
2,741 | $2,919,466 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
PYLD
PIMCO
|
Unknown | 1.24% | 1.28% |
#23
2
Prev: #21
|
2.5 |
—
|
11,709 | 12.5% |
P
S
|
105,745 | $2,684,860 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
EVSM
EATON VANCE
|
Unknown | 1.18% | 0.11% |
#24
74
Prev: #98
|
3.5 |
—
|
47,734 | 1106.7% |
P
S
|
52,047 | $2,558,629 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.11% | 0.95% |
#25
3
Prev: #28
|
0.9 |
—
|
38 | 1.2% |
P
S
|
3,325 | $2,411,226 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 1.08% | 1.00% |
#26
Prev: #26
|
0.9 |
—
|
106 | 0.7% |
P
S
|
14,333 | $2,332,700 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.02% | 1.12% |
#27
4
Prev: #23
|
0.9 |
—
|
-245 | -2.7% |
P
S
|
8,892 | $2,215,445 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.93% | 1.07% |
#28
3
Prev: #25
|
0.9 |
—
|
-268 | -1.9% |
P
S
|
13,919 | $2,022,149 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
FESM
FIDELITY
|
Unknown | 0.92% | 0.92% |
#29
Prev: #29
|
2.4 |
—
|
7,362 | 19.9% |
P
S
|
44,315 | $1,991,966 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IWR
ISHARES
|
ETF | 0.91% | 1.08% |
#30
6
Prev: #24
|
0.9 |
—
|
-492 | -2.6% |
P
S
|
18,470 | $1,970,934 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
PSX
PHILLIPS 66
|
Energy | 0.74% | 0.54% |
#31
8
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
6,262 | $1,598,753 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IGSB
ISHARES
|
ETF | 0.71% | 0.73% |
#32
1
Prev: #31
|
2.3 |
—
|
2,916 | 10.7% |
P
S
|
30,084 | $1,541,196 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
QQQ
INVESCO
|
ETF | 0.67% | 0.73% |
#33
1
Prev: #32
|
0.8 |
—
|
20 | 1.0% |
P
S
|
1,947 | $1,440,335 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.66% | 0.68% |
#34
1
Prev: #33
|
2.3 |
—
|
502 | 13.6% |
P
S
|
4,184 | $1,439,630 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IEMG
ISHARES
|
ETF | 0.59% | — |
#35
Prev: #—
|
3.7 |
—
|
15,682 | — |
NEW
|
15,682 | $1,272,750 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ESCA
ESCALADE INC
|
Consumer Cyclical | 0.57% | 0.63% |
#36
1
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
65,316 | $1,242,964 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.55% | 0.54% |
#37
3
Prev: #40
|
2.2 |
—
|
155 | 17.8% |
P
S
|
1,028 | $1,189,480 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VRIG
INVESCO
|
ETF | 0.54% | — |
#38
Prev: #—
|
3.7 |
—
|
46,953 | — |
NEW
|
46,953 | $1,175,001 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VTV
VANGUARD
|
ETF | 0.53% | 0.44% |
#39
12
Prev: #51
|
2.7 |
—
|
1,396 | 35.4% |
P
S
|
5,343 | $1,154,515 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
DE
DEERE & CO
|
Industrials | 0.53% | 0.55% |
#40
2
Prev: #38
|
0.7 |
—
|
20 | 1.2% |
P
S
|
1,707 | $1,146,337 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
BAC
BANK OF AMERICA
|
Financial Services | 0.52% | 0.63% |
#41
4
Prev: #37
|
0.7 |
—
|
-757 | -3.5% |
P
S
|
20,653 | $1,124,143 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MRK
MERCK & CO
|
Healthcare | 0.45% | 0.46% |
#42
3
Prev: #45
|
0.7 |
—
|
-220 | -3.2% |
P
S
|
6,710 | $975,032 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
ORCL
ORACLE CORPORAT...
|
Technology | 0.43% | 0.52% |
#43
2
Prev: #41
|
0.7 |
—
|
-50 | -0.7% |
P
S
|
6,847 | $940,097 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VGT
VANGUARD
|
ETF | 0.43% | 0.45% |
#44
2
Prev: #46
|
0.7 |
—
|
-18 | -0.2% |
P
S
|
7,354 | $924,177 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
EFA
ISHARES
|
ETF | 0.43% | 0.48% |
#45
3
Prev: #42
|
0.7 |
—
|
-52 | -0.6% |
P
S
|
8,887 | $923,272 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
INMU
ISHARES
|
ETF | 0.40% | — |
#46
Prev: #—
|
3.7 |
—
|
38,002 | — |
NEW
|
38,002 | $869,864 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.40% | 0.68% |
#47
13
Prev: #34
|
0.7 |
—
|
-125 | -6.9% |
P
S
|
1,693 | $865,766 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MINO
PIMCO
|
Unknown | 0.40% | — |
#48
Prev: #—
|
3.7 |
—
|
20,325 | — |
NEW
|
20,325 | $865,639 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CSX
CSX CORP
|
Industrials | 0.39% | 0.45% |
#49
1
Prev: #48
|
0.7 |
—
|
75 | 0.4% |
P
S
|
18,342 | $853,089 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
CGMU
CAPITAL GROUP
|
Unknown | 0.39% | — |
#50
Prev: #—
|
3.7 |
—
|
32,622 | — |
NEW
|
32,622 | $846,217 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 |
Showing 1-50 of 112 holdings