PEOPLES BANK /OH

Q3 2026 13F-HR Holdings

Location
Marietta, OH
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$216,526
Net value change ($000)
+22,009 (11.3%)
New positions
13
Sold out positions
3
Turnover %
5.4%
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 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 3,833 19.2%
IVW 3,058 23.8%
SMMU 2,679 795.0%
EVSM 2,342 1079.3%
EXXONMOBIL HOLDINGS 2,333 NEW
DIVB 2,171 83.2%
IEMG 1,273 NEW
VRIG 1,175 NEW
DFIV 962 31.7%
CVX 938 23.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,945 -100.0%
VWO -1,345 -70.2%
PEBO -859 -5.0%
LII -777 -63.4%
ISTB -684 -16.0%
IJR -682 -13.2%
GLW -632 -44.2%
SPY -581 -7.7%
AMAT -448 -34.1%
UBSI -263 -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