Peoples Bank Portfolio Holdings

Peoples Bank

  • $152 Million
  • Q1 2025

Peoples Bank has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Peoples Bancorp Inc with a value of $16.9M, Ishares Core S&P 500 ETF with a value of $15.4M, Ishares S&P 500 Growth ETF with a value of $9.24M, Ishares Core S&P Mid Cap ETF with a value of $8.52M, and Spdr S&P 500 ETF Trust with a value of $6.01M.

Examining the 13F form we can see an decrease of $17M in the current position value, from $169M to 152M.

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

Portfolio value $152 Million
ETFs: $86.1 Million
Financial Services: $22.2 Million
Technology: $10.9 Million
Energy: $7.08 Million
Consumer Cyclical: $5.74 Million
Consumer Defensive: $5.04 Million
Industrials: $4.62 Million
Healthcare: $3.77 Million
Other: $3.91 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$896M
$16.9 Million 11.13% of portfolio
569,762
Q1 2025 Reduced 3.58%
$3.38T
$4.23 Million 2.78% of portfolio
19,029
Q1 2025 Reduced 29.76%
$296B
$3.95 Million 2.6% of portfolio
23,629
Q1 2025 Reduced 4.93%
$369B
$2.91 Million 1.92% of portfolio
17,064
Q1 2025 Reduced 5.77%
$850B
$2.44 Million 1.61% of portfolio
9,943
Q1 2025 Reduced 4.75%
$3.81T
$2.26 Million 1.49% of portfolio
6,031
Q1 2025 Reduced 18.99%
$1.62T
$1.92 Million 1.26% of portfolio
3,331
Q1 2025 Reduced 3.25%
$465B
$1.8 Million 1.19% of portfolio
15,161
Q1 2025 Reduced 6.4%
$2.28T
$1.55 Million 1.02% of portfolio
8,127
Q1 2025 Reduced 2.94%
$21.7B
$1.27 Million 0.84% of portfolio
2,264
Q3 2021 Reduced 6.6%
$671B
$1.15 Million 0.76% of portfolio
8,260
Q1 2025 Reduced 14.22%
$173M
$1.03 Million 0.68% of portfolio
67,126
Q4 2024 Reduced 4.96%
$431B
$987,000 0.65% of portfolio
9,112
Q1 2025 Reduced 44.99%
$368B
$974,000 0.64% of portfolio
2,658
Q1 2025 Reduced 1.63%
$422B
$890,000 0.59% of portfolio
942
Q1 2025 Reduced 19.42%
$151B
$855,000 0.56% of portfolio
1,822
Q1 2025 Reduced 30.33%
$221B
$799,000 0.53% of portfolio
2,561
Q1 2025 Reduced 2.4%
$60.2B
$795,000 0.52% of portfolio
6,439
Q1 2025 Reduced 7.27%
$207B
$736,000 0.48% of portfolio
8,200
Q1 2025 Reduced 5.91%
$140B
$692,000 0.46% of portfolio
2,931
Q1 2025 Reduced 0.17%
$1.07T
$673,000 0.44% of portfolio
4,357
Q1 2025 Reduced 21.44%
$136B
$639,000 0.42% of portfolio
2,742
Q1 2025 Reduced 6.0%
$724B
$633,000 0.42% of portfolio
767
Q1 2025 Reduced 66.85%
$239B
$547,000 0.36% of portfolio
4,695
Q1 2025 Reduced 5.53%
$22.5B
$550,000 0.36% of portfolio
2,680
Q1 2025 Reduced 9.92%
$72.5B
$554,000 0.36% of portfolio
18,828
Q1 2025 Reduced 4.92%
$253B
$519,000 0.34% of portfolio
2,089
Q1 2025 Reduced 0.48%
$45.7B
$467,000 0.31% of portfolio
3,675
Q1 2025 Reduced 1.34%
$211B
$433,000 0.29% of portfolio
3,270
Q1 2025 Reduced 7.31%
$426B
$439,000 0.29% of portfolio
2,652
Q1 2025 Reduced 48.56%
$269B
$432,000 0.28% of portfolio
826
Q1 2025 Reduced 19.34%
$572B
$424,000 0.28% of portfolio
1,210
Q1 2025 Added 6.61%
$51.7B
$420,000 0.28% of portfolio
6,213
Q1 2025 Reduced 1.89%
$147B
$403,000 0.27% of portfolio
1,085
Q1 2025 Reduced 1.81%
$280B
$409,000 0.27% of portfolio
6,642
Q1 2025 Reduced 7.62%
$200B
$376,000 0.25% of portfolio
2,509
Q1 2025 Reduced 12.52%
$88.1B
$374,000 0.25% of portfolio
1,073
Q1 2025 Reduced 13.26%
$338B
$367,000 0.24% of portfolio
1,754
Q1 2025 Reduced 22.66%
$166B
$343,000 0.23% of portfolio
2,365
Q1 2025 Reduced 13.69%
$116B
$352,000 0.23% of portfolio
2,108
Q1 2025 Reduced 17.33%
$102B
$330,000 0.22% of portfolio
5,419
Q1 2025 Reduced 5.11%
$79.5B
$326,000 0.21% of portfolio
2,605
Q1 2025 Reduced 61.52%
$45.8B
$288,000 0.19% of portfolio
6,300
Q1 2025 Reduced 0.57%
$38.4B
$284,000 0.19% of portfolio
2,549
Q1 2025 Reduced 2.78%
$17.4B
$290,000 0.19% of portfolio
2,435
Q1 2025 Reduced 2.6%
$118B
$274,000 0.18% of portfolio
2,614
Q1 2025 Reduced 28.93%
$98.3B
$255,000 0.17% of portfolio
7,567
Q2 2022 Added 3.77%
$145B
$263,000 0.17% of portfolio
931
Q1 2025 Reduced 15.59%
$223B
$256,000 0.17% of portfolio
1,938
Q1 2025 Reduced 10.19%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $152 Million
  • Prior Value $169 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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