Peoples Bank Portfolio Holdings

Peoples Bank

  • $161 Million
  • Q2 2025

Peoples Bank has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Peoples Bancorp Inc with a value of $17.3M, Ishares Core S&P 500 ETF with a value of $16.5M, Ishares S&P 500 Growth ETF with a value of $10.8M, Ishares Core S&P Mid Cap ETF with a value of $8.41M, and Spdr S&P 500 ETF Trust with a value of $6.47M.

Examining the 13F form we can see an increase of $9.15M in the current position value, from $152M to 161M.

Below you can find more details about Peoples Bank portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $91.5 Million
Financial Services: $23.2 Million
Technology: $15 Million
Energy: $6.19 Million
Consumer Cyclical: $5.76 Million
Consumer Defensive: $4.88 Million
Industrials: $4.61 Million
Communication Services: $3.73 Million
Other: $3.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$868M
$17.3 Million 10.74% of portfolio
566,234
Q2 2025 Reduced 0.62%
$0
$16.5 Million 10.27% of portfolio
26,633
Q2 2025 Reduced 2.65%
$0
$10.8 Million 6.7% of portfolio
97,926
Q2 2025 Reduced 1.59%
$0
$8.41 Million 5.22% of portfolio
135,538
Q2 2025 Reduced 7.15%
$0
$6.47 Million 4.02% of portfolio
10,472
Q2 2025 Reduced 2.51%
$0
$6.15 Million 3.82% of portfolio
102,861
Q2 2025 Added 17.32%
$0
$4.78 Million 2.97% of portfolio
24,461
Q2 2025 Added 5.51%
$0
$4.41 Million 2.74% of portfolio
12,998
Q2 2025 Reduced 0.15%
$0
$4.36 Million 2.71% of portfolio
81,800
Q2 2025 Reduced 12.29%
$0
$4.28 Million 2.66% of portfolio
39,174
Q2 2025 Reduced 9.1%
$0
$3.82 Million 2.37% of portfolio
78,492
Q2 2025 Added 1.79%
$3.69T
$3.78 Million 2.35% of portfolio
18,412
Q2 2025 Reduced 3.24%
$0
$3.58 Million 2.22% of portfolio
43,181
Q2 2025 Added 15.72%
$0
$3.51 Million 2.18% of portfolio
61,576
Q2 2025 Added 8.44%
$317B
$3.38 Million 2.1% of portfolio
23,634
Q2 2025 Added 0.02%
$3.77T
$2.94 Million 1.82% of portfolio
5,902
Q2 2025 Reduced 2.14%
$374B
$2.7 Million 1.68% of portfolio
16,978
Q2 2025 Reduced 0.5%
$1.65T
$2.48 Million 1.54% of portfolio
3,365
Q2 2025 Added 1.02%
$426B
$2.24 Million 1.39% of portfolio
14,205
Q2 2025 Added 55.89%
$0
$2.17 Million 1.35% of portfolio
46,869
Q2 2025 Reduced 12.36%
$2.3T
$1.78 Million 1.11% of portfolio
8,133
Q2 2025 Added 0.07%
$0
$1.77 Million 1.1% of portfolio
19,195
Q2 2025 Reduced 14.25%
$607B
$1.73 Million 1.07% of portfolio
7,899
Q2 2025 Reduced 4.37%
$0
$1.67 Million 1.04% of portfolio
38,995
Q2 2025 Added 20.29%
$0
$1.64 Million 1.02% of portfolio
32,602
Q2 2025 New
$478B
$1.61 Million 1.0% of portfolio
14,919
Q2 2025 Reduced 1.6%
$19.3B
$1.3 Million 0.81% of portfolio
2,264
Q3 2021 Reduced 6.6%
$0
$1.27 Million 0.79% of portfolio
23,984
Q2 2025 Added 2.26%
$0
$994,000 0.62% of portfolio
11,918
Q2 2025 Added 1.01%
$405B
$966,000 0.6% of portfolio
20,432
Q2 2025 Added 3.81%
$416B
$967,000 0.6% of portfolio
2,638
Q2 2025 Reduced 0.75%
$169M
$938,000 0.58% of portfolio
67,126
Q4 2024 Reduced 4.96%
$144B
$936,000 0.58% of portfolio
1,842
Q2 2025 Added 1.1%
$416B
$916,000 0.57% of portfolio
926
Q2 2025 Reduced 1.7%
$0
$868,000 0.54% of portfolio
6,401
Q2 2025 Added 1.52%
$0
$841,000 0.52% of portfolio
7,069
Q1 2025 Reduced 14.51%
$129B
$811,000 0.5% of portfolio
6,585
Q2 2025 New
$232B
$754,000 0.47% of portfolio
2,581
Q2 2025 Added 0.78%
$64.4B
$750,000 0.47% of portfolio
6,289
Q2 2025 Reduced 2.33%
$0
$752,000 0.47% of portfolio
8,413
Q2 2025 Reduced 6.78%
$1.18T
$717,000 0.45% of portfolio
3,168
Q2 2025 New
$1.26T
$689,000 0.43% of portfolio
3,911
Q2 2025 Reduced 10.24%
$0
$691,000 0.43% of portfolio
1,254
Q2 2025 Reduced 10.75%
$252B
$696,000 0.43% of portfolio
4,945
Q2 2025 Added 5.32%
$136B
$674,000 0.42% of portfolio
2,931
Q1 2025 Reduced 0.17%
$0
$652,000 0.41% of portfolio
984
Q2 2025 Reduced 4.19%
$216B
$658,000 0.41% of portfolio
2,234
Q2 2025 Added 6.94%
$217B
$628,000 0.39% of portfolio
7,942
Q2 2025 Reduced 3.15%
$67.7B
$606,000 0.38% of portfolio
18,578
Q2 2025 Reduced 1.33%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $161 Million
  • Prior Value $152 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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