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Filers›Family Office›PEOPLES BANK /OH
DOSSIER · 13F-HR · Q1 2026

PEOPLES BANK /OH

PEOPLES BANK /OH's family office based in Greenwich, CT — $163M in tracked AUM across 143 positions as of Q1 2026.

PB
PEOPLES BANK /OH·Greenwich, CT·Family Office
CIK 0000934866 · last filed Mar 31, 2026
Total AUM
$163M
▲ 11.3%
vs prior
Holdings
143
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PEOPLES BANK /OH filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES
$16M24K9.7%
02
PEBO
PEOPLES BANCORP INC
$15M444K9.0%
03
IVW
ISHARES
$10M85K5.9%
04
IJH
ISHARES
$8M125K5.2%
05
SPY
SPDR
$6M10K4.0%
06
VGIT
VANGUARD
$6M98K3.6%
07
IWB
ISHARES
$5M15K3.3%
08
CVX
CHEVRON CORPORATION
$5M24K3.0%
09
AAPL
APPLE INC
$5M18K2.8%
10
IVE
ISHARES
$5M22K2.8%

Filing history

Filing history loading…
AI Agent · grounded in PEOPLES
haiku-4-5 · 143 positions indexed
Sector mix
  • Financials4%
  • Health Care40%
  • Cons. Disc.13%
  • Communications20%
  • Industrials6%
  • Other17%
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