Peoples Bancorp Inc.
US ˙ NasdaqGS ˙ US7097891011

SecurityPEBO / Peoples Bancorp Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership448,052 shares
Ownership 4.20%
Franklin Resources Inc ownership in PEBO / Peoples Bancorp Inc.

2013-02-06 - Franklin Resources Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 448,052 shares of Peoples Bancorp Inc. (US:PEBO). This represents 4.2 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2013-02-06 2013-02-06 13G/A 448,052 4.20
2012-02-09 2012-02-09 13G/A 650,494 6.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F PEOPLES BANCORP COM 709789101 564,267 -142,005 -20.11 18,547 -12.55 0.0007
2026-02-11 2025-12-31 13F PEOPLES BANCORP COM 709789101 706,272 -336,248 -32.25 21,209 -32.16 0.0052
2025-11-13 2025-09-30 13F PEOPLES BANCORP COM 709789101 1,042,520 -463,494 -30.78 31,265 -32.02 0.0078
2025-08-12 2025-06-30 13F PEOPLES BANCORP COM 709789101 1,506,014 -13,546 -0.89 45,994 2.05 0.0122
2025-05-13 2025-03-31 13F PEOPLES BANCORP COM 709789101 1,519,560 34,266 2.31 45,070 -4.24 0.0130
2025-02-12 2024-12-31 13F PEOPLES BANCORP COM 709789101 1,485,294 -179,657 -10.79 47,069 -8.21 0.0131
2024-11-27 2024-09-30 13F/A-1 PEOPLES BANCORP COM 709789101 1,664,951 -200,167 -10.73 51,280 -8.35 0.0144
2024-11-12 2024-09-30 13F PEOPLES BANCORP COM 709789101 1,664,951 -200,167 51,280 0.0025
2024-08-14 2024-06-30 13F PEOPLES BANCORP COM 709789101 1,865,118 38,071 2.08 55,954 3.43 0.0172
2024-05-13 2024-03-31 13F PEOPLES BANCORP COM 709789101 1,827,047 11,851 0.65 54,099 -11.72 0.0171
2024-02-09 2023-12-31 13F PEOPLES BANCORP COM 709789101 1,815,196 213,264 13.31 61,281 50.73 0.0287
2023-11-13 2023-09-30 13F PEOPLES BANCORP COM 709789101 1,601,932 -24,258 -1.49 40,657 -5.83 0.0207
2023-08-11 2023-06-30 13F PEOPLES BANCORP COM 709789101 1,626,190 21,490 1.34 43,175 4.49 0.0205
2023-05-12 2023-03-31 13F PEOPLES BANCORP COM 709789101 1,604,700 53,805 3.47 41,321 -5.69 0.0207
2023-02-10 2022-12-31 13F PEOPLES BANCORP COM 709789101 1,550,895 -2,943 -0.19 43,813 -2.54 0.0228
2022-11-14 2022-09-30 13F PEOPLES BANCORP COM 709789101 1,553,838 196,985 14.52 44,952 24.55 0.0245
2022-08-11 2022-06-30 13F PEOPLES BANCORP COM 709789101 1,356,853 -210 -0.02 36,092 -15.06 0.0179
2022-05-13 2022-03-31 13F PEOPLES BANCORP COM 709789101 1,357,063 360,810 36.22 42,490 34.08 0.0170
2022-02-11 2021-12-31 13F PEOPLES BANCORP COM 709789101 996,253 36,904 3.85 31,691 4.50 0.0114
2021-11-12 2021-09-30 13F PEOPLES BANCORP COM 709789101 959,349 99,823 11.61 30,325 19.11 0.0114
2021-08-13 2021-06-30 13F PEOPLES BANCORP COM 709789101 859,526 -164,971 -16.10 25,460 -25.08 0.0097
2021-05-13 2021-03-31 13F PEOPLES BANCORP COM 709789101 1,024,497 38,569 3.91 33,982 27.23 0.0138
2021-02-10 2020-12-31 13F PEOPLES BANCORP COM 709789101 985,928 2,432 0.25 26,709 42.27 0.0113
2020-11-12 2020-09-30 13F PEOPLES BANCORP COM 709789101 983,496 4,176 0.43 18,774 -5.93 0.0091
2020-08-13 2020-06-30 13F PEOPLES BANCORP COM 709789101 979,320 3,656 0.37 19,958 -7.65 0.0103
2020-05-13 2020-03-31 13F PEOPLES BANCORP COM 709789101 975,664 -5,000 -0.51 21,611 -36.42 0.0144
2020-03-11 2019-12-31 13F/A-1 PEOPLES BANCORP COM 709789101 980,664 0 0.00 33,990 8.96 0.0179
2020-02-12 2019-12-31 13F PEOPLES BANCORP COM 709789101 980,664 0 33,990 4,293.4024
2019-11-14 2019-09-30 13F PEOPLES BANCORP COM 709789101 980,664 0 0.00 31,195 -1.39 0.0169
2019-08-14 2019-06-30 13F PEOPLES BANCORP COM 709789101 980,664 0 0.00 31,636 4.17 0.0168
2019-05-15 2019-03-31 13F/A-1 PEOPLES BANCORP COM 709789101 980,664 0 0.00 30,371 2.89 0.0163
2019-05-14 2019-03-31 13F PEOPLES BANCORP COM 709789101 980,664 0 30,371
2019-02-12 2018-12-31 13F PEOPLES BANCORP COM 709789101 980,664 0 0.00 29,518 -14.07 0.0178
2018-11-13 2018-09-30 13F PEOPLES BANCORP COM 709789101 980,664 0 0.00 34,353 -7.28 0.0171
2018-08-14 2018-06-30 13F PEOPLES BANCORP COM 709789101 980,664 0 0.00 37,049 6.57 0.0190
2018-05-10 2018-03-31 13F PEOPLES BANCORP COM 709789101 980,664 -8,324 -0.84 34,765 7.76 0.0176
2018-02-14 2017-12-31 13F PEOPLES BANCORP COM 709789101 988,988 132,138 15.42 32,261 12.09 0.0155
2017-11-13 2017-09-30 13F PEOPLES BANCORP COM 709789101 856,850 0 0.00 28,782 4.54 0.0141
2017-08-10 2017-06-30 13F PEOPLES BANCORP COM 709789101 856,850 -24,900 -2.82 27,531 -1.38 0.0137
2017-05-12 2017-03-31 13F PEOPLES BANCORP COM 709789101 881,750 0 0.00 27,916 -2.47 0.0142
2017-02-14 2016-12-31 13F PEOPLES BANCORP COM 709789101 881,750 -1,000 -0.11 28,622 31.86 0.0148
2016-11-14 2016-09-30 13F PEOPLES BANCORP COM 709789101 882,750 45,200 5.40 21,707 18.94 0.0113
2016-08-11 2016-06-30 13F PEOPLES BANCORP COM 709789101 837,550 0 0.00 18,250 11.51 0.0098
2016-05-10 2016-03-31 13F PEOPLES BANCORP COM 709789101 837,550 0 0.00 16,366 3.72 0.0087
2016-04-27 2015-12-31 13F/A-1 PEOPLES BANCORP COM 709789101 837,550 0 0.00 15,779 -9.38 0.0080
2016-02-12 2015-12-31 13F PEOPLES BANCORP COM 709789101 837,550 15,779
2015-11-10 2015-09-30 13F PEOPLES BANCORP COM 709789101 837,550 -105,108 -11.15 17,413 -20.86 0.0086
2015-08-12 2015-06-30 13F PEOPLES BANCORP COM 709789101 942,658 415,008 78.65 22,002 76.38 0.0100
2015-05-14 2015-03-31 13F PEOPLES BANCORP COM 709789101 527,650 0 0.00 12,474 -8.83 0.0057
2015-02-10 2014-12-31 13F PEOPLES BANCORP COM 709789101 527,650 0 0.00 13,682 9.18 0.0062
2014-11-12 2014-09-30 13F PEOPLES BANCORP COM 709789101 527,650 38,800 7.94 12,532 -3.08 0.0057
2014-08-12 2014-06-30 13F PEOPLES BANCORP COM 709789101 488,850 52,200 11.95 12,930 19.73 0.0057
2014-05-13 2014-03-31 13F PEOPLES BANCORP COM 709789101 436,650 -4,677 -1.06 10,799 8.70 0.0051
2014-02-12 2013-12-31 13F PEOPLES BANCORP COM 709789101 441,327 0 0.00 9,935 7.81 0.0049
2013-11-14 2013-09-30 13F PEOPLES BANCORP COM 709789101 441,327 -6,725 -1.50 9,215 -2.44 0.0049
2013-08-09 2013-06-30 13F PEOPLES BANCORP COM 709789101 448,052 448,052 9,445 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.