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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$932M
$18.7 Million 11.09% of portfolio
590,905
Q4 2024 Added 1.07%
$3.66T
$6.78 Million 4.02% of portfolio
27,090
Q4 2024 Reduced 17.72%
$299B
$3.6 Million 2.13% of portfolio
24,854
Q4 2024 Reduced 6.1%
$3.05T
$3.14 Million 1.86% of portfolio
7,445
Q4 2024 Reduced 22.09%
$398B
$3.04 Million 1.8% of portfolio
18,109
Q4 2024 Reduced 8.77%
$809B
$2.5 Million 1.48% of portfolio
10,439
Q4 2024 Reduced 15.71%
$324B
$2.22 Million 1.32% of portfolio
16,564
Q4 2024 Reduced 30.36%
$1.61T
$2.03 Million 1.2% of portfolio
3,443
Q4 2024 Reduced 17.71%
$2.33T
$1.84 Million 1.09% of portfolio
8,373
Q4 2024 Reduced 24.03%
$835B
$1.79 Million 1.06% of portfolio
2,314
Q4 2024 Reduced 11.65%
$454B
$1.74 Million 1.03% of portfolio
16,198
Q4 2024 Reduced 12.0%
$470B
$1.6 Million 0.95% of portfolio
9,629
Q4 2024 Reduced 5.76%
$20.4B
$1.38 Million 0.82% of portfolio
2,264
Q3 2021 Reduced 6.6%
$141B
$1.11 Million 0.66% of portfolio
2,615
Q4 2024 Reduced 1.13%
$462B
$1.07 Million 0.63% of portfolio
1,169
Q4 2024 Reduced 16.44%
$417B
$1.05 Million 0.62% of portfolio
2,702
Q4 2024 Reduced 20.48%
$204M
$958,000 0.57% of portfolio
67,126
Q4 2024 Reduced 4.96%
$380B
$906,000 0.54% of portfolio
20,617
Q4 2024 Reduced 1.88%
$221B
$866,000 0.51% of portfolio
8,715
Q4 2024 Reduced 19.37%
$79.5B
$847,000 0.5% of portfolio
6,770
Q4 2024 Reduced 5.31%
$57.9B
$791,000 0.47% of portfolio
6,944
Q4 2024 Reduced 5.19%
$217B
$760,000 0.45% of portfolio
2,624
Q4 2024 Reduced 22.89%
$400B
$745,000 0.44% of portfolio
5,156
Q4 2024 Reduced 26.85%
$156B
$719,000 0.43% of portfolio
2,917
Q4 2024 Reduced 1.52%
$149B
$669,000 0.4% of portfolio
2,936
Q4 2024 Reduced 16.09%
$68.5B
$639,000 0.38% of portfolio
19,803
Q4 2024 Reduced 1.83%
$237B
$624,000 0.37% of portfolio
4,970
Q4 2024 Reduced 7.09%
$91.1B
$591,000 0.35% of portfolio
2,550
Q4 2024 Reduced 55.87%
$20.5B
$543,000 0.32% of portfolio
2,975
Q4 2024 Reduced 9.96%
$44.8B
$520,000 0.31% of portfolio
3,725
Q4 2024 Reduced 1.46%
$493B
$518,000 0.31% of portfolio
1,024
Q4 2024 Reduced 24.15%
$226B
$461,000 0.27% of portfolio
2,099
Q4 2024 Reduced 31.58%
$199B
$436,000 0.26% of portfolio
2,868
Q4 2024 Reduced 30.77%
$155B
$445,000 0.26% of portfolio
2,740
Q4 2024 Reduced 10.19%
$256B
$425,000 0.25% of portfolio
7,190
Q4 2024 Reduced 26.71%
$93.4B
$420,000 0.25% of portfolio
1,237
Q4 2024 Reduced 1.04%
$148B
$397,000 0.24% of portfolio
1,105
Q4 2024 Reduced 12.85%
$337B
$403,000 0.24% of portfolio
2,268
Q4 2024 Reduced 39.9%
$226B
$399,000 0.24% of portfolio
3,528
Q4 2024 Reduced 12.09%
$46.5B
$387,000 0.23% of portfolio
6,333
Q4 2024 Reduced 4.87%
$134B
$363,000 0.22% of portfolio
5,077
Q4 2024 Reduced 1.46%
$125B
$364,000 0.22% of portfolio
3,678
Q4 2024 Added 21.03%
$569B
$358,000 0.21% of portfolio
1,135
Q4 2024 Reduced 24.03%
$121B
$323,000 0.19% of portfolio
5,711
Q4 2024 Added 2.98%
$44.8B
$301,000 0.18% of portfolio
6,336
Q4 2024 Reduced 1.05%
$42B
$310,000 0.18% of portfolio
2,622
Q4 2024 Reduced 27.35%
$16.6B
$291,000 0.17% of portfolio
2,500
Q4 2024 Reduced 6.54%
$276B
$279,000 0.17% of portfolio
4,496
Q4 2024 Reduced 42.59%
$147B
$264,000 0.16% of portfolio
1,103
Q4 2024 Reduced 2.82%

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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