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Root Financial Partners, LLC → PEBO
Root Financial Partners, LLC PEBO Position History
Peoples Bancorp Inc. • Financial Services
Quarters held
2
Latest value
$6K
Q3 2026
Peak value
$6K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 174 | — | — |
| Q1 2026 | $2K | 69 | — | — |
Other funds holding PEBO
$78.8M
$78.8M
$62.2M
$59.9M
$56.5M
$53.7M
$53.5M
$52.5M
Other Root Financial Partners, LLC positions
CRDO
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CRDO
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HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF