PEOPLES BANK /OH

Q1 2026 13F-HR Detailed Holdings

Location
Marietta, OH
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
143
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 13F MANAGER