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Peoples Bank National Association

Latest statistics and disclosures from Peoples Bank's latest quarterly 13F-HR filing:

Top 5 stock holdings are PEBO, IVV, IJH, IVW, SPY, and represent 32.88% of Peoples Bank's stock portfolio.
Added to shares of these 10 stocks: IJH (+$7.6M), IVE, IGIB, VGIT, IGM, VTV, ISTB, PGR, PH, C.
Started 7 new stock positions in F, PH, VTV, C, PGR, GLW, CLX.
Reduced shares in these 10 stocks: IVW, IGSB, IVV, , BA, GPC, PG, MSFT, OMFL, XOM.
Sold out of its positions in ADBE, BA.
Peoples Bank was a net buyer of stock by $8.9M.
Peoples Bank has $180M in assets under management (AUM), dropping by 5.45%.
Central Index Key (CIK): 0000934866

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Positions held by Peoples Bank National Association consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Peoples Bank

Peoples Bank holds 124 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Peoples Bancorp Common Stock (PEBO)	9.7	$17M		587k	29.61	View chart
Ishares Mutual Funds - (IVV)	9.0	$16M		31k	525.73	View chart
Ishares Mutual Funds - (IJH)	5.4	$9.7M	+373%	159k	60.74	View chart
Ishares Mutual Funds - (IVW)	4.9	$8.8M	-8%	105k	84.44	View chart
SPDR Mutual Funds - (SPY)	3.9	$7.0M		13k	523.07	View chart
Vanguard Mutual Funds - (VGIT)	3.5	$6.3M	+8%	107k	58.55	View chart
Ishares Mutual Funds - (IJR)	3.3	$6.0M		54k	110.52	View chart
Apple Common Stock (AAPL)	2.8	$5.0M		29k	171.48	View chart
Ishares Mutual Funds - (IGIB)	2.6	$4.7M	+14%	91k	51.60	View chart
Ishares Mutual Funds - (ISTB)	2.5	$4.5M	+5%	95k	47.44	View chart
Ishares Mutual Funds - (IVE)	2.5	$4.5M	+26%	24k	186.81	View chart
Chevron Corporation Common Stock (CVX)	2.3	$4.1M	-2%	26k	157.74	View chart
Ishares Mutual Funds - (IWB)	2.2	$4.0M		14k	288.03	View chart
Microsoft Corp Common Stock (MSFT)	1.8	$3.3M	-3%	7.8k	420.72	View chart
Ishares Mutual Funds - (SHY)	1.7	$3.1M	+6%	38k	81.78	View chart
Procter & Gamble Common Stock (PG)	1.7	$3.1M	-4%	19k	162.25	View chart
Vanguard Mutual Funds - (VEA)	1.7	$3.1M		61k	50.17	View chart
Schwab Mutual Funds - (SCHD)	1.5	$2.8M	+7%	34k	80.63	View chart
Jp Morgan Chase & Co Common Stock (JPM)	1.3	$2.3M		12k	200.30	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.2	$2.2M	-4%	19k	116.24	View chart
Ishares Mutual Funds - (IWR)	1.2	$2.1M		25k	84.09	View chart
Schwab Mutual Funds - (FNDF)	1.1	$2.0M	+5%	57k	35.61	View chart
Eli Lilly & Co Common Stock (LLY)	1.0	$1.9M		2.4k	777.96	View chart
Meta Platforms Common Stock (META)	1.0	$1.8M		3.7k	485.58	View chart
Ishares Mutual Funds - (EFA)	1.0	$1.7M		21k	79.86	View chart
Amazon Common Stock (AMZN)	0.9	$1.6M		8.7k	180.38	View chart
Nvidia Corporation Common Stock (NVDA)	0.8	$1.5M		1.6k	903.56	View chart
Merck & Co Common Stock (MRK)	0.8	$1.4M	-2%	11k	131.95	View chart
Home Depot Common Stock (HD)	0.7	$1.3M		3.4k	383.60	View chart
Ishares Mutual Funds - (IGSB)	0.7	$1.3M	-19%	25k	51.28	View chart
Ishares Mutual Funds - (IEFA)	0.7	$1.3M	+3%	17k	74.22	View chart
Oracle Corporation Common Stock (ORCL)	0.7	$1.3M	+7%	10k	125.61	View chart
Phillips 66 Common Stock (PSX)	0.7	$1.2M		7.6k	163.34	View chart
Fiserv Common Stock (FI)	0.7	$1.2M		7.6k	159.82	View chart
Deere & Co Common Stock (DE)	0.6	$1.2M		2.8k	410.74	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$1.2M		7.3k	158.19	View chart
Lennox Intl Common Stock (LII)	0.6	$1.1M		2.3k	488.76	View chart
Ishares Mutual Funds - (IEI)	0.6	$1.1M		9.3k	115.81	View chart
Invesco Mutual Funds - (QQQ)	0.6	$1.0M	-2%	2.3k	444.01	View chart
Escalade Common Stock (ESCA)	0.5	$971k		71k	13.75	View chart
Costco Wholesale Corp Common Stock (COST)	0.5	$952k	-3%	1.3k	732.63	View chart
Biolife Solutions Common Stock (BLFS)	0.5	$905k		49k	18.55	View chart
Union Pacific Corp Common Stock (UNP)	0.5	$895k		3.6k	245.93	View chart
SPDR Mutual Funds - (SDY)	0.5	$825k	+3%	6.3k	131.24	View chart
Bank Of America Common Stock (BAC)	0.4	$806k	-5%	21k	37.92	View chart
Csx Corp Common Stock (CSX)	0.4	$797k	-2%	22k	37.07	View chart
Lowes Company Common Stock (LOW)	0.4	$795k		3.1k	254.73	View chart
Alphabet Common Stock (GOOGL)	0.4	$793k		5.3k	150.93	View chart
Mcdonalds Common Stock (MCD)	0.4	$784k	-7%	2.8k	281.95	View chart
Pepsico Common Stock (PEP)	0.4	$783k		4.5k	175.01	View chart
Vanguard Mutual Funds - (VGT)	0.4	$782k	-3%	1.5k	524.34	View chart
Broadcom Common Stock (AVGO)	0.4	$763k		576.00	1325.41	View chart
Abbvie Common Stock (ABBV)	0.4	$657k	+4%	3.6k	182.10	View chart
Applied Materials Delaware Common Stock (AMAT)	0.4	$653k	-4%	3.2k	206.23	View chart
D R Horton Common Stock (DHI)	0.4	$648k		3.9k	164.55	View chart
Ibm Common Stock (IBM)	0.3	$614k		3.2k	190.96	View chart
Invesco Mutual Funds - (OMFL)	0.3	$603k	-16%	11k	55.23	View chart
Ishares Mutual Funds - (SUSA)	0.3	$594k		5.4k	109.17	View chart
Unitedhealth Group Common Stock (UNH)	0.3	$574k		1.2k	494.70	View chart
Cintas Corporation Common Stock (CTAS)	0.3	$554k	+5%	807.00	687.03	View chart
Cisco Systems Common Stock (CSCO)	0.3	$519k	-3%	10k	49.91	View chart
Ishares Mutual Funds - (HYG)	0.3	$488k		6.3k	77.73	View chart
Prudential Financial Common Stock (PRU)	0.3	$475k	+2%	4.0k	117.40	View chart
Morgan Stanley Common Stock (MS)	0.3	$469k	-3%	5.0k	94.16	View chart
Ishares Mutual Funds - (DSI)	0.3	$453k	-18%	4.5k	100.81	View chart
Sherwin Williams Co. Common Common Stock (SHW)	0.3	$449k		1.3k	347.33	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$449k	-2%	4.0k	113.66	View chart
Stryker Common Stock (SYK)	0.2	$433k	-4%	1.2k	357.87	View chart
Genuine Parts Common Stock (GPC)	0.2	$431k	-25%	2.8k	154.93	View chart
Conocophillips Common Stock (COP)	0.2	$427k	-5%	3.4k	127.28	View chart
Kroger Common Stock (KR)	0.2	$411k	-2%	7.2k	57.13	View chart
Coca Cola Common Stock (KO)	0.2	$386k		6.3k	61.18	View chart
SPDR Mutual Funds - (SJNK)	0.2	$356k		14k	25.22	View chart
Visa Common Stock (V)	0.2	$352k		1.3k	279.08	View chart
Linde Foreign Stock (LIN)	0.2	$351k	+7%	755.00	464.32	View chart
Ishares Mutual Funds - (OEF)	0.2	$350k		1.4k	247.41	View chart
Medtronic Common Stock (MDT)	0.2	$343k	+2%	3.9k	87.15	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$341k		6.3k	54.23	View chart
Ishares Mutual Funds - (IGM)	0.2	$340k	+552%	3.9k	86.18	View chart
Vanguard Mutual Funds - (VTI)	0.2	$338k		1.3k	259.90	View chart
Texas Instruments Common Stock (TXN)	0.2	$329k	-4%	1.9k	174.21	View chart
Danaher Corp Common Stock (DHR)	0.2	$322k	-4%	1.3k	249.72	View chart
Ppg Industries Common Stock (PPG)	0.2	$312k		2.2k	144.90	View chart
Ishares Mutual Funds - (IWF)	0.2	$309k		917.00	337.05	View chart
Metlife Common Stock (MET)	0.2	$292k	-7%	3.9k	74.11	View chart
Bp Amoco Plc Spons Common Stock (BP)	0.2	$285k		7.6k	37.68	View chart
Verizon Communications Common Stock (VZ)	0.2	$274k	+2%	6.5k	41.96	View chart
Hartford Financial Services Common Stock (HIG)	0.1	$268k		2.6k	103.05	View chart
Ishares Mutual Funds - (IYW)	0.1	$264k		2.0k	135.06	View chart
Blackrock Common Stock (BLK)	0.1	$263k	+12%	316.00	833.70	View chart
Netapp Common Stock (NTAP)	0.1	$257k		2.4k	104.97	View chart
Qualcomm Common Stock (QCOM)	0.1	$256k		1.5k	169.30	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$256k		953.00	268.33	View chart
Vanguard Mutual Funds - (VO)	0.1	$256k		1.0k	249.86	View chart
United Bankshares Common Stock (UBSI)	0.1	$252k		7.0k	35.79	View chart
Honeywell International Common Stock (HON)	0.1	$250k	+10%	1.2k	205.25	View chart
Omnicom Group Common Stock (OMC)	0.1	$249k		2.6k	96.76	View chart
Vanguard Mutual Funds - (VTV)	0.1	$249k	NEW	1.5k	162.86	View chart
Intel Corp Common Stock (INTC)	0.1	$247k	-2%	5.6k	44.17	View chart
Progressive Corp Common Stock (PGR)	0.1	$244k	NEW	1.2k	206.82	View chart
Philip Morris International Common Stock (PM)	0.1	$241k		2.6k	91.62	View chart
Nextera Energy Common Stock (NEE)	0.1	$240k	-3%	3.8k	63.91	View chart
Darden Restaurants Common Stock (DRI)	0.1	$238k		1.4k	167.15	View chart
Discover Financial Services Common Stock (DFS)	0.1	$238k	-6%	1.8k	131.09	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$237k	+16%	522.00	454.87	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$236k	NEW	424.00	555.79	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.1	$233k		2.4k	97.53	View chart
The Bank Of New York Mellon Corp Common Stock (BK)	0.1	$233k		4.0k	57.62	View chart
Packaging Corp Of America Common Stock (PKG)	0.1	$233k		1.2k	189.78	View chart
General Dynamics Common Stock (GD)	0.1	$232k		820.00	282.49	View chart
Public Serv Enterprise Group Common Stock (PEG)	0.1	$231k		3.5k	66.78	View chart
Citigroup Common Stock (C)	0.1	$230k	NEW	3.6k	63.24	View chart
Paychex Common Stock (PAYX)	0.1	$227k		1.9k	122.80	View chart
Oneok Common Stock (OKE)	0.1	$227k	-18%	2.8k	80.17	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$225k		5.2k	43.35	View chart
Amgen Common Stock (AMGN)	0.1	$222k		782.00	284.32	View chart
Pfizer Common Stock (PFE)	0.1	$209k		7.5k	27.75	View chart
Charter Communications Common Stock (CHTR)	0.1	$207k		711.00	290.63	View chart
Corning Common Stock (GLW)	0.1	$206k	NEW	6.3k	32.96	View chart
Clorox Common Stock (CLX)	0.1	$203k	NEW	1.3k	153.11	View chart
Rio Tinto Common Stock (RIO)	0.1	$202k		3.2k	63.74	View chart
Ishares Mutual Funds - (MBB)	0.1	$201k		2.2k	92.42	View chart
Edison International Common Stock (EIX)	0.1	$201k		2.8k	70.73	View chart
Ford Motor Common Stock (F)	0.1	$173k	NEW	13k	13.28	View chart

Past Filings by Peoples Bank

SEC 13F filings are viewable for Peoples Bank going back to 2015

Peoples Bank 2024 Q1 filed May 3, 2024
Peoples Bank 2023 Q4 filed Jan. 25, 2024
Peoples Bank 2023 Q3 filed Oct. 26, 2023
Peoples Bank 2023 Q2 filed July 28, 2023
Peoples Bank 2023 Q1 filed April 24, 2023
Peoples Bank 2022 Q4 filed Jan. 31, 2023
Peoples Bank 2022 Q3 filed Nov. 14, 2022
Peoples Bank 2022 Q2 filed July 29, 2022
Peoples Bank 2022 Q1 filed May 3, 2022
Peoples Bank 2021 Q4 filed Jan. 27, 2022
Peoples Bank 2021 Q3 filed Oct. 27, 2021
Peoples Bank 2021 Q2 filed Aug. 2, 2021
Peoples Bank 2021 Q1 filed April 19, 2021
Peoples Bank 2020 Q4 filed Feb. 1, 2021
Peoples Bank 2020 Q3 filed Oct. 23, 2020
Peoples Bank 2020 Q2 filed July 27, 2020

View all past filings

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