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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$6.78 Million 4.02% of portfolio
27,090
Q4 2024 Reduced 17.72%
$292B
$3.6 Million 2.13% of portfolio
24,854
Q4 2024 Reduced 6.1%
$3.06T
$3.14 Million 1.86% of portfolio
7,445
Q4 2024 Reduced 22.09%
$400B
$3.04 Million 1.8% of portfolio
18,109
Q4 2024 Reduced 8.77%
$783B
$2.5 Million 1.48% of portfolio
10,439
Q4 2024 Reduced 15.71%
$291B
$2.22 Million 1.32% of portfolio
16,564
Q4 2024 Reduced 30.36%
$1.55T
$2.03 Million 1.2% of portfolio
3,443
Q4 2024 Reduced 17.71%
$2.42T
$1.84 Million 1.09% of portfolio
8,373
Q4 2024 Reduced 24.03%
$770B
$1.79 Million 1.06% of portfolio
2,314
Q4 2024 Reduced 11.65%
$446B
$1.74 Million 1.03% of portfolio
16,198
Q4 2024 Reduced 12.0%
$455B
$1.6 Million 0.95% of portfolio
9,629
Q4 2024 Reduced 5.76%
$445B
$1.07 Million 0.63% of portfolio
1,169
Q4 2024 Reduced 16.44%
$418B
$1.05 Million 0.62% of portfolio
2,702
Q4 2024 Reduced 20.48%
$1.22T
$1.05 Million 0.62% of portfolio
5,546
Q4 2024 Reduced 35.68%
$371B
$906,000 0.54% of portfolio
20,617
Q4 2024 Reduced 1.88%
$253B
$866,000 0.51% of portfolio
8,715
Q4 2024 Reduced 19.37%
$397B
$745,000 0.44% of portfolio
5,156
Q4 2024 Reduced 26.85%
$232B
$624,000 0.37% of portfolio
4,970
Q4 2024 Reduced 7.09%
$513B
$518,000 0.31% of portfolio
1,024
Q4 2024 Reduced 24.15%
$234B
$461,000 0.27% of portfolio
2,099
Q4 2024 Reduced 31.58%
$207B
$436,000 0.26% of portfolio
2,868
Q4 2024 Reduced 30.77%
$251B
$425,000 0.25% of portfolio
7,190
Q4 2024 Reduced 26.71%
$336B
$403,000 0.24% of portfolio
2,268
Q4 2024 Reduced 39.9%
$225B
$399,000 0.24% of portfolio
3,528
Q4 2024 Reduced 12.09%
$565B
$358,000 0.21% of portfolio
1,135
Q4 2024 Reduced 24.03%
$274B
$279,000 0.17% of portfolio
4,496
Q4 2024 Reduced 42.59%
$436B
$254,000 0.15% of portfolio
285
Q4 2024 Reduced 38.31%
$270B
$227,000 0.13% of portfolio
2,521
Q4 2024 Reduced 23.68%

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
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