PEOPLES BANK /OH

Q3 2025 13F-HR Holdings

Location
Marietta, OH
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
94
Total value ($000)
$162,744
Net value change ($000)
+892 (0.6%)
New positions
4
Sold out positions
7
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 1,245 43.5%
AAPL 884 23.4%
ORCL 458 26.5%
SPY 408 6.3%
SMB 381 NEW
CVX 299 8.8%
MU 290 35.7%
NVDA 281 12.5%
IWB 278 6.3%
GOOGL 248 36.0%
Top Reduces (Value $000, Stocks/ETFs)
PEBO -3,460 -20.0%
SCHD -304 -100.0%
VTEB -296 -100.0%
CHTR -251 -100.0%
MEAR -248 -100.0%
HYG -242 -100.0%
SJNK -232 -100.0%
PGR -215 -100.0%
LII -165 -12.7%
IVE -152 -3.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type