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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$926M
$18.7 Million 11.09% of portfolio
590,905
Q4 2024 Added 1.07%
$3.94T
$6.78 Million 4.02% of portfolio
27,090
Q4 2024 Reduced 17.72%
$308B
$3.6 Million 2.13% of portfolio
24,854
Q4 2024 Reduced 6.1%
$3.09T
$3.14 Million 1.86% of portfolio
7,445
Q4 2024 Reduced 22.09%
$395B
$3.04 Million 1.8% of portfolio
18,109
Q4 2024 Reduced 8.77%
$819B
$2.5 Million 1.48% of portfolio
10,439
Q4 2024 Reduced 15.71%
$347B
$2.22 Million 1.32% of portfolio
16,564
Q4 2024 Reduced 30.36%
$1.56T
$2.03 Million 1.2% of portfolio
3,443
Q4 2024 Reduced 17.71%
$2.31T
$1.84 Million 1.09% of portfolio
8,373
Q4 2024 Reduced 24.03%
$824B
$1.79 Million 1.06% of portfolio
2,314
Q4 2024 Reduced 11.65%
$460B
$1.74 Million 1.03% of portfolio
16,198
Q4 2024 Reduced 12.0%
$489B
$1.6 Million 0.95% of portfolio
9,629
Q4 2024 Reduced 5.76%
$23.1B
$1.38 Million 0.82% of portfolio
2,264
Q3 2021 Reduced 6.6%
$154B
$1.11 Million 0.66% of portfolio
2,615
Q4 2024 Reduced 1.13%
$470B
$1.07 Million 0.63% of portfolio
1,169
Q4 2024 Reduced 16.44%
$405B
$1.05 Million 0.62% of portfolio
2,702
Q4 2024 Reduced 20.48%
$210M
$958,000 0.57% of portfolio
67,126
Q4 2024 Reduced 4.96%
$369B
$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%
$62.5B
$791,000 0.47% of portfolio
6,944
Q4 2024 Reduced 5.19%
$222B
$760,000 0.45% of portfolio
2,624
Q4 2024 Reduced 22.89%
$413B
$745,000 0.44% of portfolio
5,156
Q4 2024 Reduced 26.85%
$153B
$719,000 0.43% of portfolio
2,917
Q4 2024 Reduced 1.52%
$152B
$669,000 0.4% of portfolio
2,936
Q4 2024 Reduced 16.09%
$68.1B
$639,000 0.38% of portfolio
19,803
Q4 2024 Reduced 1.83%
$238B
$624,000 0.37% of portfolio
4,970
Q4 2024 Reduced 7.09%
$92.6B
$591,000 0.35% of portfolio
2,550
Q4 2024 Reduced 55.87%
$21.1B
$543,000 0.32% of portfolio
2,975
Q4 2024 Reduced 9.96%
$44.1B
$520,000 0.31% of portfolio
3,725
Q4 2024 Reduced 1.46%
$478B
$518,000 0.31% of portfolio
1,024
Q4 2024 Reduced 24.15%
$237B
$461,000 0.27% of portfolio
2,099
Q4 2024 Reduced 31.58%
$201B
$436,000 0.26% of portfolio
2,868
Q4 2024 Reduced 30.77%
$150B
$445,000 0.26% of portfolio
2,740
Q4 2024 Reduced 10.19%
$266B
$425,000 0.25% of portfolio
7,190
Q4 2024 Reduced 26.71%
$91.2B
$420,000 0.25% of portfolio
1,237
Q4 2024 Reduced 1.04%
$147B
$397,000 0.24% of portfolio
1,105
Q4 2024 Reduced 12.85%
$349B
$403,000 0.24% of portfolio
2,268
Q4 2024 Reduced 39.9%
$231B
$399,000 0.24% of portfolio
3,528
Q4 2024 Reduced 12.09%
$46.8B
$387,000 0.23% of portfolio
6,333
Q4 2024 Reduced 4.87%
$136B
$363,000 0.22% of portfolio
5,077
Q4 2024 Reduced 1.46%
$127B
$364,000 0.22% of portfolio
3,678
Q4 2024 Added 21.03%
$581B
$358,000 0.21% of portfolio
1,135
Q4 2024 Reduced 24.03%
$117B
$323,000 0.19% of portfolio
5,711
Q4 2024 Added 2.98%
$44.5B
$301,000 0.18% of portfolio
6,336
Q4 2024 Reduced 1.05%
$41.5B
$310,000 0.18% of portfolio
2,622
Q4 2024 Reduced 27.35%
$17.2B
$291,000 0.17% of portfolio
2,500
Q4 2024 Reduced 6.54%
$303B
$279,000 0.17% of portfolio
4,496
Q4 2024 Reduced 42.59%
$158B
$264,000 0.16% of portfolio
1,103
Q4 2024 Reduced 2.82%

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
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