Position in PEBO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,397,163
+$196,094 QoQ
Shares Held
36,375
-0.5% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#70
of 223 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEBO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pathway Financial Advisers, LLC holds $7,565,564 across 6 Banks - Regional names. PEBO ranks #4 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
42,675 | $2,126,068 | |
| 2 | USB |
US Bancorp \De\
|
29,033 | $1,753,593 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
9,403 | $1,452,951 | |
| 4 | PEBO |
Peoples Bancorp Inc
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|
36,375 | $1,397,163 | |
| 5 | LKFN |
Lakeland Financial Corp
|
9,276 | $572,514 | |
| 6 | FRME |
First Merchants Corp
|
6,026 | $263,275 |
All Filings in PEBO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,397,163 | 36,375 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,201,069 | 36,540 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,066,665 | 35,520 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,052,828 | 35,106 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,010,751 | 33,096 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $974,627 | 32,860 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,063,262 | 33,552 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,015,417 | 33,746 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,016,790 | 33,893 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $1,011,477 | 34,160 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,467,986 | 43,483 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $1,121,375 | 44,186 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $1,154,908 | 44,853 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $1,202,454 | 42,567 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||