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Livermore
Livermore
ZHEN

Peoples Bank

SEC CIK
0000934866
Latest filing
Jul 27, 2026

The latest 13F from Peoples Bank covers Q2 2026 (filed Jul 27, 2026): 100 long positions worth $194.5M. The top 10 holdings make up 49.3% of the portfolio, and the largest is iShares Core S&P 500 ETF at 10.3%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$2.43M
Added
46
Est. +$13.7M
Reduced
35
Est. −$1.21M
Sold out
9
Est. −$2.48M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    10.3%$20.0M
  2. PEBOPeoples Bancorp Inc
    8.8%$17.0MHistory
  3. iShares S&P 500 Growth ETF464287309
    6.6%$12.9M
  4. iShares Core S&P Mid-Cap ETF464287507
    5.2%$10.2M
  5. SPYSPDR S&P 500 ETF Trust
    3.9%$7.56MHistory

Share of portfolio

Top 5 holdings and the other 95 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF10.3%
  2. PEBO8.8%
  3. iShares S&P 500 Growth ETF6.6%
  4. iShares Core S&P Mid-Cap ETF5.2%
  5. SPY3.9%
  6. Other 95 positions65.3%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$1.78MAdded
  2. iShares Tr464287457
    +$1.68MAdded
  3. iShares S&P 500 Growth ETF464287309
    +$1.14MAdded
  4. iShares S&P 500 Value ETF464287408
    +$985.7KAdded
  5. Dimensional ETF Trust25434V807
    +$740.9KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares S&P 500 Growth ETF464287309
    +0.70 pp5.9% → 6.6%
  2. iShares Core S&P 500 ETF464287200
    +0.53 pp9.7% → 10.3%
  3. iShares Tr464287457
    +0.51 pp2.1% → 2.6%
  4. Fidelity Covington Trust31609A206
    +0.35 pp0.6% → 0.9%
  5. iShares Tr46435U861
    +0.29 pp1.0% → 1.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −$496.4KSold out
  2. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    −$345.3KSold out
  3. PGProcter & Gamble Co
    −$328.9KReducedHistory
  4. CMECME Group Inc.
    −$263.7KSold outHistory
  5. iShares Tr464288661
    −$258.0KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Scottsdale FDS92206C706
    −0.68 pp3.6% → 2.9%
  2. XOMExxonMobil Holdings Corp
    −0.50 pp1.5% → 1.0%History
  3. PGProcter & Gamble Co
    −0.39 pp1.5% → 1.1%History
  4. iShares Core U.S. Aggregate Bond ETF464287226
    −0.30 pp0.3% → 0.0%
  5. PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833
    −0.21 pp0.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$194.5M
+$31.6M (+19.4%) vs. prior quarter
Positions
100
−1 vs. prior quarter
Top 10 concentration
49.3%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
19.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $202.8M (Q4 2021)

Q1 2021: $184.3MQ2 2021: $190.4MQ3 2021: $187.9MQ4 2021: $202.8MQ1 2022: $199.2MQ2 2022: $161.8MQ3 2022: $149.3MQ4 2022: $155.3MQ1 2023: $156.5MQ2 2023: $163.4MQ3 2023: $153.1MQ4 2023: $170.2MQ1 2024: $179.5MQ2 2024: $192.7MQ3 2024: $195.8MQ4 2024: $169.9MQ1 2025: $152.4MQ2 2025: $161.9MQ3 2025: $162.7MQ4 2025: $161.2MQ1 2026: $162.9MQ2 2026: $194.5M
Q1 2021Q2 2026
13F filings of Peoples Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 2026100$194.5MiShares Core S&P 500 ETFPEBOiShares S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026Apr 24, 2026101$162.9MiShares Core S&P 500 ETFPEBOiShares S&P 500 Growth ETFvs. Q4 2025SEC
Q4 2025Jan 29, 202697$161.2MiShares Core S&P 500 ETFPEBOiShares S&P 500 Growth ETFvs. Q3 2025SEC
Q3 2025Oct 28, 202594$162.7MiShares Core S&P 500 ETFPEBOiShares S&P 500 Growth ETFvs. Q2 2025SEC
Q2 2025Jul 22, 202597$161.9MPEBOiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q1 2025SEC
Q1 2025Apr 30, 202594$152.4MPEBOiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q4 2024SEC
Q4 2024Feb 3, 202597$169.9MPEBOiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q3 2024SEC
Q3 2024Oct 23, 2024125$195.8MiShares Core S&P 500 ETFPEBOiShares Core S&P Mid-Cap ETFvs. Q2 2024SEC
Q2 2024Jul 22, 2024134$192.7MiShares Core S&P 500 ETFPEBOiShares S&P 500 Growth ETFvs. Q1 2024SEC
Q1 2024May 3, 2024124$179.5MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q4 2023SEC
Q4 2023Jan 25, 2024119$170.2MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q3 2023SEC
Q3 2023Oct 26, 2023106$153.1MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q2 2023SEC
Q2 2023Jul 28, 2023115$163.4MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q1 2023SEC
Q1 2023Apr 24, 2023120$156.5MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q4 2022SEC
Q4 2022Jan 31, 2023122$155.3MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022108$149.3MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q2 2022SEC
Q2 2022Jul 29, 2022130$161.8MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q1 2022SEC
Q1 2022May 3, 2022145$199.2MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q4 2021SEC
Q4 2021Jan 27, 2022129$202.8MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q3 2021SEC
Q3 2021Oct 27, 2021120$187.9MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q2 2021SEC
Q2 2021Aug 2, 2021120$190.4MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETFvs. Q1 2021SEC
Q1 2021Apr 19, 2021110$184.3MPEBOiShares Core S&P 500 ETFiShares Core S&P Mid-Cap ETF–SEC

13D and 13G filings

Companies where Peoples Bank reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Peoples Bank does not currently report owning 5% or more of any company.

Latest filings

1 filing on file made by Peoples Bank or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Peoples Bank
CompanyFiled (ET)FormStakeChangeEvent dateFiling
PEBOPeoples Bancorp IncFeb 1, 202213GOld format–New–SEC