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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.6B
$1.27 Million 0.84% of portfolio
2,264
Q3 2021 Reduced 6.6%
$153B
$855,000 0.56% of portfolio
1,822
Q1 2025 Reduced 30.33%
$55B
$795,000 0.52% of portfolio
6,439
Q1 2025 Reduced 7.27%
$193B
$736,000 0.48% of portfolio
8,200
Q1 2025 Reduced 5.91%
$135B
$692,000 0.46% of portfolio
2,931
Q1 2025 Reduced 0.17%
$140B
$639,000 0.42% of portfolio
2,742
Q1 2025 Reduced 6.0%
$23B
$550,000 0.36% of portfolio
2,680
Q1 2025 Reduced 9.92%
$65.7B
$554,000 0.36% of portfolio
18,828
Q1 2025 Reduced 4.92%
$40.6B
$467,000 0.31% of portfolio
3,675
Q1 2025 Reduced 1.34%
$48.8B
$420,000 0.28% of portfolio
6,213
Q1 2025 Reduced 1.89%
$144B
$403,000 0.27% of portfolio
1,085
Q1 2025 Reduced 1.81%
$180B
$376,000 0.25% of portfolio
2,509
Q1 2025 Reduced 12.52%
$92.1B
$374,000 0.25% of portfolio
1,073
Q1 2025 Reduced 13.26%
$135B
$343,000 0.23% of portfolio
2,365
Q1 2025 Reduced 13.69%
$101B
$352,000 0.23% of portfolio
2,108
Q1 2025 Reduced 17.33%
$104B
$330,000 0.22% of portfolio
5,419
Q1 2025 Reduced 5.11%
$42.3B
$288,000 0.19% of portfolio
6,300
Q1 2025 Reduced 0.57%
$38.5B
$284,000 0.19% of portfolio
2,549
Q1 2025 Reduced 2.78%
$18.1B
$290,000 0.19% of portfolio
2,435
Q1 2025 Reduced 2.6%
$110B
$274,000 0.18% of portfolio
2,614
Q1 2025 Reduced 28.93%
$90.6B
$255,000 0.17% of portfolio
7,567
Q2 2022 Added 3.77%
$169B
$263,000 0.17% of portfolio
931
Q1 2025 Reduced 15.59%
$138B
$248,000 0.16% of portfolio
3,508
Q1 2025 Reduced 30.9%
$152B
$223,000 0.15% of portfolio
1,055
Q1 2025 Reduced 2.68%
$104B
$232,000 0.15% of portfolio
875
Q4 2024 New
$25.9B
$230,000 0.15% of portfolio
2,110
Q4 2024 Reduced 0.71%
$63.4B
$226,000 0.15% of portfolio
615
Q4 2024 Reduced 2.38%

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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