PEOPLES BANK /OH

Q2 2026 13F-HR Holdings

Location
Marietta, OH
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$194,517
Net value change ($000)
+31,595 (19.4%)
New positions
8
Sold out positions
9
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 4,098 25.8%
IVW 3,226 33.5%
PEBO 2,455 16.8%
MU 1,990 241.8%
IJH 1,738 20.6%
SHY 1,659 48.3%
IVE 1,329 29.2%
SPY 1,069 16.5%
VEA 1,006 34.3%
AAPL 940 20.5%
Top Reduces (Value $000, Stocks/ETFs)
CVX -924 -18.9%
XOM -506 -20.6%
AGG -496 -100.0%
MINT -345 -100.0%
PG -293 -12.3%
CME -264 -100.0%
IEI -258 -100.0%
HON -248 -100.0%
SMTH -232 -100.0%
SPYV -216 -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.
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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