Position in PEBO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,875,867
New position
Shares Held
48,838
first reported quarter
Ownership
0.136%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#55
of 222 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fonville Wealth Management LLC holds $2,125,365 across 2 Banks - Regional names. PEBO ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEBO |
Peoples Bancorp Inc
This page
|
48,838 | $1,875,867 | |
| 2 | TFC |
Truist Financial Corp
|
5,008 | $249,498 |
All Filings in PEBO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,875,867 | 48,838 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||