PEOPLES BANK /OH

Q1 2026 13F-HR Holdings

Location
Marietta, OH
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$162,922
Net value change ($000)
+1,724 (1.1%)
New positions
11
Sold out positions
7
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VWO 1,558 NEW
PEBO 1,472 11.2%
CVX 1,271 35.1%
FESM 919 NEW
IWB 655 13.7%
XOM 647 35.9%
DFIV 506 29.2%
AGG 496 NEW
VTV 443 149.7%
JEPI 438 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVW -1,119 -10.4%
MSFT -813 -28.2%
IEI -745 -74.3%
IVV -680 -4.1%
AAPL -577 -11.2%
SPY -551 -7.8%
JPM -498 -12.6%
VEA -472 -13.9%
ORCL -390 -28.4%
SMB -381 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type