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PlanVest Financial, Inc

Position in PEBO — Peoples Bancorp Inc

CIK 2135239 GAITHERSBURG, MD

Position in PEBO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$60,841
+$9,433 QoQ
Shares Held
1,584
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#166
of 222 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PEBO Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $873,190 across 10 Banks - Regional names. PEBO ranks #3 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PEBO
Peoples Bancorp Inc
This page
1,584 $60,841

All Filings in PEBO

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $60,841 1,584
2026-03-31 $51,408 1,564