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Peoples Ban shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Peoples Ban (PEBO) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Peoples Ban

Tip: Access up to 7 years of quarterly data

All positions including Peoples Ban held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peoples Ban by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4M 279k 30.03

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Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
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View all positions for Wealth Preservation Advisors

Top funds holding Peoples Ban

BlackRock
Dimensional Fund Advisors
Vanguard Group
State Street Corporation
American Century Companies
Geode Capital Management
Franklin Resources
Brown Advisory Holdings Incorporated
Private Management Group
Raymond James Financial
Peoples Bank National Association
Millennium Management
AQR Capital Management
Wellington Management Company
Bridgeway Capital Management

View all funds holding Peoples Ban