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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 IVV, PEBO, IVW, IJH, SPY, and represent 34.65% of Peoples Bank's stock portfolio.
Added to shares of these 10 stocks: JPM, SMB, MUB, VCIT, UNH, LLY, CSCO, CVX, IBM, AMZN.
Started 4 new stock positions in MUB, UNH, SMB, VCIT.
Reduced shares in these 10 stocks: PEBO, IVV, IVW, IVE, IJH, VEA, SCHD, VTEB, CHTR, MEAR.
Sold out of its positions in CHTR, HYG, MEAR, PGR, SJNK, SCHD, VTEB.
Peoples Bank was a net seller of stock by $-8.0M.
Peoples Bank has $163M in assets under management (AUM), dropping by 0.55%.
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 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Mutual Funds - (IVV)	10.1	$17M	-7%	25k	669.30	View chart
Peoples Bancorp Common Stock (PEBO)	8.5	$14M	-18%	461k	29.99	View chart
Ishares Mutual Funds - (IVW)	6.6	$11M	-9%	89k	120.72	View chart
Ishares Mutual Funds - (IJH)	5.2	$8.5M	-4%	130k	65.26	View chart
SPDR Mutual Funds - (SPY)	4.2	$6.9M		10k	666.18	View chart
Vanguard Mutual Funds - (VGIT)	3.7	$6.1M		101k	60.03	View chart
Ishares Mutual Funds - (IWB)	2.9	$4.7M		13k	365.48	View chart
Apple Common Stock (AAPL)	2.9	$4.7M		18k	254.63	View chart
Ishares Mutual Funds - (IVE)	2.8	$4.6M	-8%	22k	206.51	View chart
Ishares Mutual Funds - (IJR)	2.8	$4.5M	-3%	38k	118.83	View chart
Ishares Mutual Funds - (IGIB)	2.7	$4.3M	-2%	80k	54.09	View chart
Jp Morgan Chase & Co Common Stock (JPM)	2.5	$4.1M	+31%	13k	315.43	View chart
Ishares Mutual Funds - (ISTB)	2.3	$3.8M		77k	48.84	View chart
Chevron Corporation Common Stock (CVX)	2.3	$3.7M		24k	155.29	View chart
Ishares Mutual Funds - (SHY)	2.2	$3.5M		42k	82.96	View chart
Vanguard Mutual Funds - (VEA)	2.1	$3.4M	-8%	56k	59.92	View chart
Microsoft Corp Common Stock (MSFT)	1.9	$3.0M		5.9k	517.95	View chart
Procter & Gamble Common Stock (PG)	1.6	$2.6M		17k	153.65	View chart
Nvidia Corporation Common Stock (NVDA)	1.6	$2.5M	-4%	14k	186.58	View chart
Meta Platforms Common Stock (META)	1.4	$2.4M	-4%	3.2k	734.38	View chart
Oracle Corporation Common Stock (ORCL)	1.3	$2.2M		7.8k	281.24	View chart
Jp Morgan Mutual Funds - (JPIE)	1.3	$2.1M		46k	46.41	View chart
Ishares Mutual Funds - (IWR)	1.1	$1.8M		19k	96.55	View chart
Amazon Common Stock (AMZN)	1.1	$1.8M		8.2k	219.57	View chart
Exxon Mobil Corporation Common Stock (XOM)	1.0	$1.7M		15k	112.75	View chart
Ishares Mutual Funds - (DIVB)	1.0	$1.6M	-3%	32k	52.25	View chart
Dimensional Mutual Funds - (DFIV)	1.0	$1.6M	-8%	36k	46.12	View chart
Ishares Mutual Funds - (IGSB)	0.8	$1.3M		24k	53.03	View chart
Lennox Intl Common Stock (LII)	0.7	$1.1M	-5%	2.1k	529.36	View chart
Micron Technology Common Stock (MU)	0.7	$1.1M		6.6k	167.32	View chart
Home Depot Common Stock (HD)	0.7	$1.1M		2.6k	405.19	View chart
Bank Of America Common Stock (BAC)	0.7	$1.1M		21k	51.59	View chart
Ishares Mutual Funds - (IEFA)	0.6	$1.0M		12k	87.31	View chart
Alphabet Common Stock (GOOGL)	0.6	$937k		3.9k	243.10	View chart
Taiwan Semiconduct Manu Corp Common Stock (TSM)	0.5	$890k		3.2k	279.29	View chart
SPDR Mutual Funds - (SDY)	0.5	$885k		6.3k	140.05	View chart
Costco Wholesale Corp Common Stock (COST)	0.5	$862k		931.00	925.63	View chart
Phillips 66 Common Stock (PSX)	0.5	$857k		6.3k	136.02	View chart
Ishares Mutual Funds - (IEI)	0.5	$845k		7.1k	119.51	View chart
Escalade Common Stock (ESCA)	0.5	$844k		67k	12.57	View chart
Deere & Co Common Stock (DE)	0.5	$840k		1.8k	457.26	View chart
Ishares Mutual Funds - (EFA)	0.5	$781k		8.4k	93.37	View chart
Morgan Stanley Common Stock (MS)	0.5	$781k		4.9k	158.96	View chart
Mcdonalds Common Stock (MCD)	0.5	$770k		2.5k	303.89	View chart
Invesco Mutual Funds - (QQQ)	0.5	$741k		1.2k	600.37	View chart
Vanguard Mutual Funds - (VGT)	0.4	$731k		979.00	746.63	View chart
Union Pacific Corp Common Stock (UNP)	0.4	$692k		2.9k	236.37	View chart
Lowes Company Common Stock (LOW)	0.4	$685k		2.7k	251.31	View chart
Csx Corp Common Stock (CSX)	0.4	$658k		19k	35.51	View chart
Merck & Co Common Stock (MRK)	0.4	$649k	-2%	7.7k	83.93	View chart
Ibm Common Stock (IBM)	0.4	$637k		2.3k	282.16	View chart
Eli Lilly & Co Common Stock (LLY)	0.4	$635k	+12%	832.00	763.00	View chart
D R Horton Common Stock (DHI)	0.4	$623k		3.7k	169.47	View chart
Broadcom Common Stock (AVGO)	0.4	$584k	-9%	1.8k	329.91	View chart
Abbvie Common Stock (ABBV)	0.3	$562k		2.4k	231.54	View chart
Ishares Mutual Funds - (IWF)	0.3	$560k	-4%	1.2k	468.41	View chart
Cisco Systems Common Stock (CSCO)	0.3	$527k	+3%	7.7k	68.42	View chart
Cintas Corporation Common Stock (CTAS)	0.3	$523k		2.5k	205.26	View chart
Corning Common Stock (GLW)	0.3	$484k	-2%	5.9k	82.03	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$470k		2.5k	185.42	View chart
Applied Materials Delaware Common Stock (AMAT)	0.3	$467k		2.3k	204.74	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$422k		3.2k	133.94	View chart
Vanguard Mutual Funds - (VTI)	0.3	$418k		1.3k	328.17	View chart
Kroger Common Stock (KR)	0.2	$403k		6.0k	67.41	View chart
Visa Common Stock (V)	0.2	$383k		1.1k	341.38	View chart
Vaneck Mutual Funds - (SMB)	0.2	$382k	NEW	22k	17.42	View chart
Ishares Mutual Funds - (IYW)	0.2	$377k		1.9k	195.86	View chart
Stryker Common Stock (SYK)	0.2	$375k	-2%	1.0k	369.67	View chart
Linde Foreign Stock (LIN)	0.2	$358k		753.00	475.00	View chart
Sherwin Williams Co. Common Common Stock (SHW)	0.2	$356k		1.0k	346.26	View chart
Raytheon Technologies Corp Common Stock (RTX)	0.2	$319k		1.9k	167.33	View chart
Pepsico Common Stock (PEP)	0.2	$310k	-14%	2.2k	140.44	View chart
Fiserv Common Stock (FI)	0.2	$290k	-11%	2.3k	128.93	View chart
Vanguard Mutual Funds - (VTV)	0.2	$289k		1.5k	186.49	View chart
Genuine Parts Common Stock (GPC)	0.2	$272k		2.0k	138.60	View chart
Wal Mart Stores Common Stock (WMT)	0.2	$268k		2.6k	103.06	View chart
Bp Amoco Plc Spons Common Stock (BP)	0.2	$266k		7.7k	34.46	View chart
United Bankshares Common Stock (UBSI)	0.2	$262k		7.0k	37.21	View chart
Netflix Common Stock (NFLX)	0.2	$257k	-5%	214.00	1198.92	View chart
Ishares Mutual Funds - (IWM)	0.2	$245k	-4%	1.0k	241.96	View chart
Nextera Energy Common Stock (NEE)	0.1	$239k		3.2k	75.49	View chart
Ishares Mutual Funds - (MUB)	0.1	$237k	NEW	2.2k	106.49	View chart
Cme Group Common Stock (CME)	0.1	$236k		875.00	270.19	View chart
Vanguard Mutual Funds - (VCIT)	0.1	$236k	NEW	2.8k	84.11	View chart
Conocophillips Common Stock (COP)	0.1	$232k		2.5k	94.59	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$230k	NEW	666.00	345.30	View chart
Honeywell International Common Stock (HON)	0.1	$227k	+2%	1.1k	210.50	View chart
Prudential Financial Common Stock (PRU)	0.1	$221k	-16%	2.1k	103.74	View chart
Coca Cola Common Stock (KO)	0.1	$218k		3.3k	66.32	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$217k		4.8k	45.10	View chart
Ppg Industries Common Stock (PPG)	0.1	$217k		2.1k	105.11	View chart
Vanguard Mutual Funds - (BSV)	0.1	$212k		2.7k	78.91	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.1	$211k		2.8k	75.10	View chart
Jbs N. V. Com Euro Foreign Stock (JBS)	0.1	$187k		13k	14.93	View chart

Past Filings by Peoples Bank

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

Peoples Bank 2025 Q3 filed Oct. 28, 2025
Peoples Bank 2025 Q2 filed July 22, 2025
Peoples Bank 2025 Q1 filed April 30, 2025
Peoples Bank 2024 Q4 filed Feb. 3, 2025
Peoples Bank 2024 Q3 filed Oct. 23, 2024
Peoples Bank 2024 Q2 filed July 22, 2024
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

View all past filings

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