PEBO · Peoples Bancorp Inc

$39.99 +0.33 (+0.83%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$1.44B

35.94M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 223

Total Value: $912,787,798

Total Shares: 23,764,331

Showing 1–100 of 225 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 223 13F filers · Δ vs Mar 31, 2026

Top Holder

14.0%

+0.5 pts

Top 5

43.3%

+0.4 pts

Top 10

59.0%

−0.4 pts

HHI

515

Broadly held+7

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +12

Institutional value: +22.1%

Shares held: +4.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+259,801	3,335,413
Mega GOLDMAN SACHS GROUP INC	+162,001	374,032
Mega STATE STREET CORP	+159,723	2,052,253
Mega JPMORGAN CHASE & CO	+153,478	168,297
Mega AQR CAPITAL MANAGEMENT LLC	+83,164	566,488

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega FRANKLIN RESOURCES INC	−85,274	478,993
Large Trexquant Investment LP	−66,823	10,795
Mega Invesco Ltd.	−65,062	793,248
Mid Y-Intercept (Hong Kong) Ltd	−58,136	11,527
Mega Qube Research & Technologies Ltd	−51,366	87,378

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Wealth Preservation Advisors, LLC	258,803	$9,940,623
Micro Fonville Wealth Management LLC	48,838	$1,875,867
Small Jackson Creek Investment Advisors LLC	38,732	$1,487,696
Mega D. E. Shaw & Co., Inc.	30,570	$1,174,193
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	26,035	$1,000,004

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega WELLINGTON MANAGEMENT GROUP LLP	118,927	$3,909,128
Large Schonfeld Strategic Advisors LLC	70,152	$2,305,896
Mega MILLENNIUM MANAGEMENT LLC	24,698	$811,823
Large CWM, LLC	24,541	$806,662
Mega JANUS HENDERSON GROUP PLC	17,248	$566,941

Filter: New 33 Increased 86 Reduced 59 Sold out 21 Unchanged 45

Showing 100 of 225

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$128,113,207

14.04%

3,335,413

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	73,015	$2,804,506	2.2%	Sole
BlackRock Investment Management (Australia) Ltd	196	$7,528	0.0%	Sole
BlackRock Asset Management Canada Ltd	171	$6,568	0.0%	Sole
BlackRock Investment Management, LLC	116,630	$4,479,758	3.5%	Sole
BLACKROCK ADVISORS LLC	203,314	$7,809,290	6.1%	Sole
BlackRock Fund Advisors	1,607,506	$61,744,305	48.2%	Sole
BlackRock Institutional Trust Company, N.A.	1,108,012	$42,558,740	33.2%	Sole
BlackRock Fund Managers Ltd.	6,039	$231,957	0.2%	Sole
BlackRock Investment Management (UK) Ltd.	8,653	$332,361	0.3%	Sole
BlackRock Asset Management Ireland Ltd	35,141	$1,349,765	1.1%	Sole
BlackRock Asset Management Schweiz AG	6,482	$248,973	0.2%	Sole
Aperio Group, LLC	170,010	$6,530,084	5.1%	Sole
SpiderRock Advisors, LLC	244	$9,372	0.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$87,323,290

9.57%

2,273,452

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	4,263	$163,741	0.2%	Defined
DFA Australia Ltd.	13,188	$506,551	0.6%	Defined
Dimensional Ireland Ltd	73,366	$2,817,988	3.2%	Defined
Held directly	2,182,635	$83,835,010	96.0%	Sole

STATE STREET CORP

$78,827,037

8.64%

2,052,253

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	2,052,253	$78,827,037	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$58,740,451

6.44%

1,529,301

AMERICAN CENTURY COMPANIES INC

$42,094,824

4.61%

1,095,934

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,095,934	$42,094,824	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$37,325,531

4.09%

971,766

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	139,007	$5,339,258	14.3%	Defined
Held directly	832,759	$31,986,273	85.7%	Defined

BROWN ADVISORY INC

$31,349,396

3.43%

816,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BROWN INVESTMENT ADVISORY & TRUST CO	17,790	$683,313	2.2%	Defined
Brown Advisory LLC	798,388	$30,666,083	97.8%	Defined

Invesco Ltd.

$30,468,653

3.34%

793,248

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	4,797	$184,251	0.6%	Defined
Invesco Trust Co joint	14,221	$546,228	1.8%	Defined
Invesco Capital Management LLC	774,230	$29,738,174	97.6%	Defined

PRIVATE MANAGEMENT GROUP INC

$22,295,814

2.44%

580,469

RAYMOND JAMES FINANCIAL INC

$21,765,103

2.38%

566,652

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	493,081	$18,939,241	87.0%	Defined
Raymond James Financial Services Advisors, Inc.	73,571	$2,825,862	13.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$21,758,799

2.38%

566,488

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	78	$2,995	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	13	$499	0.0%	Other
Prism Planning Partners LLC	451	$17,322	0.1%	Other
Compound Planning, Inc.	34	$1,305	0.0%	Other
Arax Advisory Partners	4,151	$159,439	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,737	$66,718	0.3%	Other
Stokes Family Office, LLC	366	$14,058	0.1%	Other
Held directly	559,658	$21,496,463	98.8%	Defined

FRANKLIN RESOURCES INC

$18,398,119

2.02%

478,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brandywine Global Investment Management, LLC	74,398	$2,857,627	15.5%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	2,431	$93,374	0.5%	Defined
FRANKLIN ADVISERS INC	11,864	$455,696	2.5%	Defined
FRANKLIN ADVISORY SERVICES LLC	2,268	$87,113	0.5%	Defined
FRANKLIN MUTUAL ADVISERS LLC	388,032	$14,904,309	81.0%	Defined

PEOPLES BANK /OH

$17,037,254

1.87%

443,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
13F MANAGER	443,563	$17,037,254	100.0%	Defined

GOLDMAN SACHS GROUP INC

$14,366,568

1.57%

374,032

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	163,175	$6,267,551	43.6%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	210,857	$8,099,017	56.4%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$13,676,610

1.50%

356,069

NORTHERN TRUST CORP

$12,768,826

1.40%

332,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	309,508	$11,888,201	93.1%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	17,439	$669,831	5.2%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	5,488	$210,794	1.7%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$11,476,523

1.26%

298,790

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$11,471,530

1.26%

298,660

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$10,742,585

1.18%

279,682

Bank of New York Mellon Corp

$10,181,220

1.12%

265,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	198,368	$7,619,314	74.8%	Defined
The Bank of New York Mellon	64,526	$2,478,443	24.3%	Defined
BNY Mellon, NA joint	2,171	$83,387	0.8%	Defined
Held directly	2	$76	0.0%	Defined

Wealth Preservation Advisors, LLC

$9,940,623

1.09%

258,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	258,803	$9,940,623	100.0%	Sole

SEGALL BRYANT & HAMILL, LLC

$9,611,679

1.05%

250,239

CSM Advisors, LLC

$9,197,735

1.01%

239,462

VANGUARD FIDUCIARY TRUST CO

$9,064,683

0.99%

235,998

TWO SIGMA INVESTMENTS, LP

$8,410,407

0.92%

218,964

FIRST TRUST ADVISORS LP

$7,855,766

0.86%

204,524

ProShare Advisors LLC

$7,274,008

0.80%

189,378

Empowered Funds, LLC

$6,622,344

0.73%

172,412

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	172,412	$6,622,344	100.0%	Other

COMMUNITY TRUST & INVESTMENT CO

$6,510,302

0.71%

169,495

BANK OF AMERICA CORP /DE/

$6,476,922

0.71%

168,626

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	87,809	$3,372,743	52.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	28,541	$1,096,259	16.9%	Defined
BOFA SECURITIES, INC.	36,620	$1,406,574	21.7%	Defined
MANAGED ACCOUNT ADVISORS LLC	15,656	$601,346	9.3%	Defined

JPMORGAN CHASE & CO

$6,464,285

0.71%

168,297

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	23,219	$891,841	13.8%	Defined
J.P. Morgan Investment Management Inc.	128,411	$4,932,266	76.3%	Defined
J.P. Morgan Securities LLC	16,414	$630,461	9.8%	Defined
J.P. Morgan Securities plc	253	$9,717	0.2%	Defined

LSV ASSET MANAGEMENT

$5,227,370

0.57%

136,094

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$5,150,128

0.56%

134,083

MORGAN STANLEY

$4,731,990

0.52%

123,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	11	$422	0.0%	Defined
MORGAN STANLEY & CO. LLC	14,829	$569,581	12.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	35,539	$1,365,052	28.8%	Defined
MORGAN STANLEY AIP GP LP	93	$3,572	0.1%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	248	$9,525	0.2%	Defined
Morgan Stanley Investment Management LTD	3,668	$140,887	3.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	30,504	$1,171,658	24.8%	Defined
Morgan Stanley Bank, N.A.	528	$20,280	0.4%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	37,777	$1,451,013	30.7%	Defined

Ategra Capital Management, LLC

$3,429,705

0.38%

89,292

Qube Research & Technologies Ltd

$3,356,188

0.37%

87,378

FEDERATED HERMES, INC.

$3,150,964

0.35%

82,035

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	82,035	$3,150,964	100.0%	Defined

Creative Planning

$3,134,908

0.34%

81,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	1,987	$76,320	2.4%	Defined
Held directly	79,630	$3,058,588	97.6%	Sole

State of New Jersey Common Pension Fund D

$3,076,064

0.34%

80,085

Polaris Capital Management, LLC

$3,065,118

0.34%

79,800

WELLS FARGO & COMPANY/MN

$3,052,479

0.33%

79,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	68,773	$2,641,570	86.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	6,910	$265,413	8.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3,780	$145,189	4.8%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	8	$307	0.0%	Defined

Nuveen, LLC

$2,970,550

0.33%

77,338

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	8,768	$336,777	11.3%	Defined
TEACHERS ADVISORS, LLC joint	68,570	$2,633,773	88.7%	Defined

Elizabeth Park Capital Advisors, Ltd.

$2,848,754

0.31%

74,167

PRICE T ROWE ASSOCIATES INC /MD/

$2,766,787

0.30%

72,033

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	72,033	$2,766,787	100.0%	Defined

Swiss National Bank

$2,688,700

0.29%

70,000

IEQ CAPITAL, LLC

$2,650,981

0.29%

69,018

Quantinno Capital Management LP

$2,623,018

0.29%

68,290

CITIGROUP INC

$2,605,271

0.29%

67,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	2,658	$102,093	3.9%	Defined
Citigroup Financial Products Inc. joint	65,170	$2,503,178	96.1%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,504,676

0.27%

65,209

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	744	$28,577	1.1%	Defined
UBS Asset Management Switzerland AG	64,465	$2,476,099	98.9%	Defined

Numerai GP LLC

$2,346,390

0.26%

61,088

Graver Capital Management, LLC

$2,188,909

0.24%

56,988

RHUMBLINE ADVISERS

$2,175,811

0.24%

56,647

AMERIPRISE FINANCIAL INC

$2,165,862

0.24%

56,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	53,570	$2,057,623	95.0%	Defined
Ameriprise Financial Services, LLC	2,818	$108,239	5.0%	Defined

Fisher Asset Management, LLC

$1,897,300

0.21%

49,396

Fonville Wealth Management LLC

$1,875,867

0.21%

48,838

PRUDENTIAL FINANCIAL INC

$1,867,647

0.20%

48,624

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	48,624	$1,867,647	100.0%	Defined

UBS Group AG

$1,827,430

0.20%

47,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,602	$61,532	3.4%	Defined
UBS AG	44,180	$1,696,953	92.9%	Defined
UBS Switzerland AG	1,795	$68,945	3.8%	Defined

Vanguard Global Advisers, LLC

$1,806,998

0.20%

47,045

VICTORY CAPITAL MANAGEMENT INC

$1,728,450

0.19%

45,000

CITADEL ADVISORS LLC

$1,714,161

0.19%

44,628

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	6,688	$256,886	15.0%	Defined
Held directly	37,940	$1,457,275	85.0%	Defined

ALLIANCEBERNSTEIN L.P.

$1,676,558

0.18%

43,649

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	43,649	$1,676,558	100.0%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,582,492

0.17%

41,200

SEI INVESTMENTS CO

$1,492,957

0.16%

38,869

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	43	$1,651	0.1%	Sole
SEI TRUST CO	38,826	$1,491,306	99.9%	Sole

Uncommon Cents Investing LLC

$1,491,844

0.16%

38,840

Jackson Creek Investment Advisors LLC

$1,487,696

0.16%

38,732

Cerity Partners LLC

$1,472,983

0.16%

38,349

Shoker Investment Counsel, Inc.

$1,437,571

0.16%

37,427

DEUTSCHE BANK AG\

$1,424,165

0.16%

37,078

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	37,078	$1,424,165	100.0%	Defined

Pinnacle Holdings, LLC

$1,416,868

0.16%

36,888

Pathway Financial Advisers, LLC

$1,397,163

0.15%

36,375

LPL Financial LLC

$1,370,929

0.15%

35,692

D. E. Shaw & Co., Inc.

$1,174,193

0.13%

30,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	30,570	$1,174,193	100.0%	Defined

Legal & General Group Plc

$1,095,568

0.12%

28,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	3,461	$132,937	12.1%	Defined
Legal & General Investment Management Ltd joint	25,062	$962,631	87.9%	Defined

Odyssean, LLC

$1,045,750

0.11%

27,226

SG Americas Securities, LLC

$1,040,911

0.11%

27,100

WEDGE CAPITAL MANAGEMENT L L P/NC

$1,022,397

0.11%

26,618

Mariner, LLC

$1,014,062

0.11%

26,401

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$1,000,004

0.11%

26,035

Atom Investors LP

$984,333

0.11%

25,627

Cetera Investment Advisers

$976,382

0.11%

25,420

BARCLAYS PLC

$956,216

0.10%

24,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	23,850	$916,078	95.8%	Defined
BARCLAYS CAPITAL INC.	1,045	$40,138	4.2%	Defined

D.A. DAVIDSON & CO.

$926,564

0.10%

24,123

MERCER GLOBAL ADVISORS INC /ADV

$922,569

0.10%

24,019

VANGUARD ASSET MANAGEMENT, Ltd

$920,994

0.10%

23,978

FMR LLC

$904,478

0.10%

23,548

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	22,820	$876,516	96.9%	Defined
STRATEGIC ADVISERS LLC	728	$27,962	3.1%	Defined

MIRABELLA FINANCIAL SERVICES LLP

$876,247

0.10%

22,813

Commonwealth Financial Services, LLC

$863,149

0.09%

22,472

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$852,356

0.09%

22,191

MetLife Investment Management, LLC

$798,851

0.09%

20,798

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	20,798	$798,851	100.0%	Defined

Hennion & Walsh Asset Management, Inc.

$756,753

0.08%

19,702

Russell Investments Group, Ltd.

$730,788

0.08%

19,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	19,026	$730,788	100.0%	Defined

Rafferty Asset Management, LLC

$703,248

0.08%

18,309

Sequoia Financial Advisors, LLC

$688,268

0.08%

17,919

Inspire Investing, LLC

$683,736

0.07%

17,801

Jupiter Topco LLC

$662,495

0.07%

17,248

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	17,248	$662,495	100.0%	Defined

XTX Topco Ltd

$661,650

0.07%

17,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	17,226	$661,650	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$630,769

0.07%

16,422

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	16,422	$630,769	100.0%	Defined

JOHNSON INVESTMENT COUNSEL INC

$622,664

0.07%

16,211

MAI Capital Management

$620,014

0.07%

16,142

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	1,415	$54,350	8.8%	Defined
Held directly	14,727	$565,664	91.2%	Sole

Patriot Financial Partners GP II, L.P.

$602,614

0.07%

15,689

Key facts CIK 318300 CUSIP 709789101 13F (30d) 146 filings 146 filers Visit website Investor relations