PEOPLES BANK /OH

Q3 2026 13F-HR Detailed Holdings

Location
Marietta, OH
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
153
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 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 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.
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