PEOPLES BANCORP OF NORTH CAROLINA INC - PEBK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 487,443 | 17,645 | 0.0% | 0.0% | 1 | -5,835 | -1.18% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 292,699 | 10,595 | 0.0% | 0.0% | 2 | -12,760 | -4.18% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 290,015 | 10,498 | 0.0% | 0.0% | 3 | +16,416 | 6.0% | Q4 2025 | Jan 29, 2026 |
| GENDELL JEFFREY L | History | No change | 217,763 | 7,883 | 0.14% | 0.12% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 159,879 | 5,787 | 0.0% | 0.0% | 5 | +2,598 | 1.65% | Q4 2025 | Feb 12, 2026 |
| Fourthstone LLC | History | Added to | 154,533 | 5,594 | 1.05% | 0.42% | 6 | +78,921 | 104.38% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 109,442 | 3,962 | 0.0% | 0.0% | 7 | +886 | 0.82% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 73,818 | 2,672 | 0.06% | 0.05% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 61,808 | 2,237 | 0.0% | 0.0% | 9 | +18 | 0.03% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 61,015 | 2,208 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 49,958 | 1,808 | 0.32% | 0.23% | 11 | +612 | 1.24% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 41,400 | 1,498 | 0.0% | 0.0% | 12 | +35,053 | 552.28% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Holdings, LLC | History | No change | 34,889 | 1,262 | 0.43% | 0.37% | 13 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 33,641 | 1,217 | 0.0% | 0.0% | 14 | -1,698 | -4.8% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Reduced | 33,252 | 1,203 | 0.03% | 0.03% | 15 | -493 | -1.46% | Q4 2025 | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,207 | 1,021 | 0.0% | 0.0% | 16 | -4,500 | -13.76% | Q4 2025 | Feb 12, 2026 |
| HoldCo Asset Management, LP | History | No change | 25,284 | 915 | 0.07% | 0.08% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 23,380 | 846 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | No change | 21,461 | 776 | 0.1% | 0.08% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 15,174 | 549 | 0.0% | 0.0% | 20 | +801 | 5.57% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 12,473 | 451 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 9,857 | 356 | 0.0% | 0.0% | 22 | -1,149 | -10.44% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 9,844 | 356 | 0.0% | 0.0% | 23 | -702 | -6.66% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,844 | 320 | 0.0% | 0.0% | 24 | -2,796 | -24.02% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 8,398 | 304 | 0.0% | — | 25 | +8,398 | New | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | No change | 7,069 | 255 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,881 | 249 | 0.0% | — | 27 | +6,881 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 8,200 | 242 | 0.0% | 0.0% | 28 | +103 | 1.27% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,248 | 226 | 0.0% | 0.0% | 29 | -3,703 | -37.21% | Q4 2025 | Mar 25, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,952 | 215 | 0.0% | — | 30 | +5,952 | New | Q4 2025 | Jan 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,404 | 195 | 0.0% | 0.0% | 31 | -924 | -14.6% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,725 | 171 | 0.0% | 0.0% | 32 | +1,495 | 46.28% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 4,350 | 157 | 0.0% | 0.0% | 33 | +118 | 2.79% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,603 | 130 | 0.0% | 0.0% | 34 | +1,683 | 87.66% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 3,500 | 127 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,168 | 114 | 0.0% | 0.0% | 36 | -516 | -14.01% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,609 | 94 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,550 | 92 | 0.0% | 0.0% | 38 | -361 | -12.4% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | New | 2,431 | 88 | 0.0% | — | 39 | +2,431 | New | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,000 | 72 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,986 | 71 | 0.0% | 0.0% | 41 | -63 | -3.07% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,257 | 45 | 0.0% | 0.0% | 42 | -343 | -21.44% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 996 | 36 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 811 | 29 | 0.0% | 0.0% | 44 | -121 | -12.98% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 658 | 24 | 0.0% | 0.0% | 45 | -51 | -7.19% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 593 | 21 | 0.0% | 0.0% | 46 | +424 | 250.89% | Q4 2025 | Feb 13, 2026 |
| State of Wyoming | History | Added to | 481 | 17 | 0.0% | 0.0% | 47 | +11 | 2.34% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 446 | 16 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 392 | 14 | 0.0% | 0.0% | 50 | -2,763 | -87.58% | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | No change | 396 | 14 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 319 | 11 | 0.0% | 0.0% | 51 | -89 | -21.81% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 310 | 11 | 0.0% | 0.0% | 52 | +9 | 2.99% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 264 | 10 | 0.0% | — | 53 | +264 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 259 | 9 | 0.0% | 0.0% | 54 | -71 | -21.52% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 243 | 8 | 0.0% | 0.0% | 55 | -48 | -16.49% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 176 | 6 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | New | 157 | 5 | 0.0% | — | 59 | +157 | New | Q4 2025 | Jan 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 141 | 5 | 0.0% | — | 57 | +141 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 132 | 5 | 0.0% | 0.0% | 58 | -25 | -15.92% | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | No change | 72 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | New | 28 | 1 | 0.0% | — | 61 | +28 | New | Q4 2025 | Jan 05, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,212 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,246 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,296 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,481 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | 0.0% | — | -13 | -76.47% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |