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
$837M
$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%
$302B
$3.38 Million 2.1% of portfolio
23,634
Q2 2025 Added 0.02%
$3.95T
$2.94 Million 1.82% of portfolio
5,902
Q2 2025 Reduced 2.14%
$368B
$2.7 Million 1.68% of portfolio
16,978
Q2 2025 Reduced 0.5%
$1.78T
$2.48 Million 1.54% of portfolio
3,365
Q2 2025 Added 1.02%
$456B
$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%
$2.26T
$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%
$684B
$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
$442B
$1.61 Million 1.0% of portfolio
14,919
Q2 2025 Reduced 1.6%
$20.9B
$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%
$381B
$966,000 0.6% of portfolio
20,432
Q2 2025 Added 3.81%
$405B
$967,000 0.6% of portfolio
2,638
Q2 2025 Reduced 0.75%
$175M
$938,000 0.58% of portfolio
67,126
Q4 2024 Reduced 4.96%
$153B
$936,000 0.58% of portfolio
1,842
Q2 2025 Added 1.1%
$439B
$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%
$139B
$811,000 0.5% of portfolio
6,585
Q2 2025 New
$222B
$754,000 0.47% of portfolio
2,581
Q2 2025 Added 0.78%
$57.7B
$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%
$1.27T
$717,000 0.45% of portfolio
3,168
Q2 2025 New
$1.21T
$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%
$250B
$696,000 0.43% of portfolio
4,945
Q2 2025 Added 5.32%
$135B
$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%
$210B
$658,000 0.41% of portfolio
2,234
Q2 2025 Added 6.94%
$203B
$628,000 0.39% of portfolio
7,942
Q2 2025 Reduced 3.15%
$75.3B
$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
Track This Portfolio

Track Peoples Bank Portfolio

Follow Peoples Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peoples Bank , based on Form 13F filings with the SEC.

News

Stay updated on Peoples Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email