Creative Planning

Position in PEBO — Peoples Bancorp Inc

CIK 1540235 OVERLAND PARK, KS

Position in PEBO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,134,908

+$731,783 QoQ

Shares Held

81,617

+11.6% QoQ

Ownership

0.227%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#38

of 223 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. PEBO ranks #67 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	834,708	$50,416,362
2	PNC	Pnc Financial Services Group, Inc.	139,365	$34,314,449
3	KB	KB Financial Group Inc.	298,911	$31,373,698
4	CFG	Citizens Financial Group Inc/Ri	434,304	$30,431,680
5	WF	Woori Financial Group Inc.	519,254	$29,805,179
6	SHG	Shinhan Financial Group Co Ltd	471,068	$29,795,050
7	FITB	Fifth Third Bancorp	455,485	$25,675,688
8	TFC	Truist Financial Corp	513,102	$25,562,741

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,134,908	81,617	+11.6%	Shares	Defined	2026-08-13
2026-03-31	$2,403,125	73,110	+20.1%	Shares	Sole	2026-05-12
2025-12-31	$1,827,655	60,861	+30.2%	Shares	Sole	2026-02-17
2025-09-30	$1,402,361	46,761	+6.1%	Shares	Sole	2025-11-14
2025-06-30	$1,345,622	44,061	+35.5%	Shares	Sole	2025-08-08
2025-03-31	$964,780	32,528	-25.7%	Shares	Sole	2025-05-15
2024-12-31	$1,387,418	43,781	+36.0%	Shares	Defined	2025-02-14
2024-09-30	$968,445	32,185	+36.4%	Shares	Defined	2024-10-11
2024-06-30	$707,730	23,591	+38.4%	Shares	Defined	2024-08-15
2024-03-31	$504,820	17,049	+80.7%	Shares	Sole	2024-05-13
2023-12-31	$318,525	9,435	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.