Peoples Bank Portfolio Holdings

Peoples Bank

  • $169 Million
  • Q4 2024

Peoples Bank has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Peoples Bancorp Inc with a value of $18.7M, Ishares Core S&P 500 ETF with a value of $16.5M, Ishares S&P 500 Growth ETF with a value of $9.91M, Ishares Core S&P Mid Cap ETF with a value of $9.12M, and Apple Inc. with a value of $6.78M.

Examining the 13F form we can see an decrease of $26.2M in the current position value, from $195M to 169M.

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

Portfolio value $169 Million
ETFs: $91.8 Million
Financial Services: $24.2 Million
Technology: $16.8 Million
Energy: $6.72 Million
Consumer Cyclical: $6.14 Million
Consumer Defensive: $5.65 Million
Healthcare: $5.64 Million
Industrials: $5.05 Million
Other: $4.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$916M
$18.7 Million 11.09% of portfolio
590,905
Q4 2024 Added 1.07%
$0
$16.5 Million 9.75% of portfolio
27,961
Q4 2024 Reduced 22.64%
$0
$9.91 Million 5.87% of portfolio
97,637
Q4 2024 Reduced 0.74%
$0
$9.12 Million 5.4% of portfolio
146,311
Q4 2024 Reduced 3.9%
$3.81T
$6.78 Million 4.02% of portfolio
27,090
Q4 2024 Reduced 17.72%
$0
$6.65 Million 3.94% of portfolio
11,347
Q4 2024 Reduced 6.41%
$0
$5.16 Million 3.06% of portfolio
27,049
Q4 2024 Reduced 0.35%
$0
$5.14 Million 3.04% of portfolio
44,587
Q4 2024 Reduced 6.74%
$0
$5.13 Million 3.04% of portfolio
88,382
Q4 2024 Added 2.02%
$0
$4.82 Million 2.86% of portfolio
93,668
Q4 2024 Added 0.75%
$0
$4.31 Million 2.56% of portfolio
13,393
Q4 2024 Reduced 0.67%
$0
$3.72 Million 2.2% of portfolio
77,832
Q4 2024 Added 2.17%
$303B
$3.6 Million 2.13% of portfolio
24,854
Q4 2024 Reduced 6.1%
$3.05T
$3.14 Million 1.86% of portfolio
7,445
Q4 2024 Reduced 22.09%
$0
$3.04 Million 1.8% of portfolio
37,072
Q4 2024 Added 2.34%
$402B
$3.04 Million 1.8% of portfolio
18,109
Q4 2024 Reduced 8.77%
$808B
$2.5 Million 1.48% of portfolio
10,439
Q4 2024 Reduced 15.71%
$0
$2.32 Million 1.38% of portfolio
85,022
Q4 2024 Added 195.49%
$0
$2.28 Million 1.35% of portfolio
49,923
Q4 2024 Added 2.41%
$327B
$2.22 Million 1.32% of portfolio
16,564
Q4 2024 Reduced 30.36%
$1.62T
$2.03 Million 1.2% of portfolio
3,443
Q4 2024 Reduced 17.71%
$0
$1.99 Million 1.18% of portfolio
22,483
Q4 2024 Reduced 1.1%
$2.33T
$1.84 Million 1.09% of portfolio
8,373
Q4 2024 Reduced 24.03%
$829B
$1.79 Million 1.06% of portfolio
2,314
Q4 2024 Reduced 11.65%
$447B
$1.74 Million 1.03% of portfolio
16,198
Q4 2024 Reduced 12.0%
$464B
$1.6 Million 0.95% of portfolio
9,629
Q4 2024 Reduced 5.76%
$0
$1.44 Million 0.85% of portfolio
43,366
Q4 2024 Reduced 19.28%
$21.6B
$1.38 Million 0.82% of portfolio
2,264
Q3 2021 Reduced 6.6%
$0
$1.22 Million 0.72% of portfolio
23,516
Q4 2024 Added 1.82%
$144B
$1.11 Million 0.66% of portfolio
2,615
Q4 2024 Reduced 1.13%
$471B
$1.07 Million 0.63% of portfolio
1,169
Q4 2024 Reduced 16.44%
$417B
$1.05 Million 0.62% of portfolio
2,702
Q4 2024 Reduced 20.48%
$1.1T
$1.05 Million 0.62% of portfolio
5,546
Q4 2024 Reduced 35.68%
$0
$1.03 Million 0.61% of portfolio
2,021
Q4 2024 Reduced 12.89%
$0
$964,000 0.57% of portfolio
13,717
Q4 2024 Reduced 9.81%
$205M
$958,000 0.57% of portfolio
67,126
Q4 2024 Reduced 4.96%
$0
$955,000 0.57% of portfolio
8,269
Q3 2024 Reduced 10.66%
$371B
$906,000 0.54% of portfolio
20,617
Q4 2024 Reduced 1.88%
$217B
$866,000 0.51% of portfolio
8,715
Q4 2024 Reduced 19.37%
$79.5B
$847,000 0.5% of portfolio
6,770
Q4 2024 Reduced 5.31%
$0
$839,000 0.5% of portfolio
6,355
Q4 2024 Reduced 0.14%
$60.2B
$791,000 0.47% of portfolio
6,944
Q4 2024 Reduced 5.19%
$226B
$760,000 0.45% of portfolio
2,624
Q4 2024 Reduced 22.89%
$0
$743,000 0.44% of portfolio
9,833
Q4 2024 Reduced 60.72%
$405B
$745,000 0.44% of portfolio
5,156
Q4 2024 Reduced 26.85%
$0
$749,000 0.44% of portfolio
1,206
Q4 2024 Reduced 5.19%
$155B
$719,000 0.43% of portfolio
2,917
Q4 2024 Reduced 1.52%
$153B
$669,000 0.4% of portfolio
2,936
Q4 2024 Reduced 16.09%
$69.2B
$639,000 0.38% of portfolio
19,803
Q4 2024 Reduced 1.83%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $169 Million
  • Prior Value $195 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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