Creative Planning

Position in PEBO — Peoples Bancorp Inc

CIK 1540235 OVERLAND PARK, KS

Position in PEBO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,403,125

+$575,470 QoQ

Shares Held

73,110

+20.1% QoQ

Ownership

0.204%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 1.2706880043769662.ToString("F0")% Shared 0.ToString("F0")% None 98.72931199562304.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $684,464,748 across 195 Banks - Regional names. PEBO ranks #69 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.