PEOPLES BANCORP OF NORTH CAROLINA INC - PEBK
Detailed investor-level table based on 13F positions.
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 | No change | 416,584 | 17,950 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 311,532 | 13,423 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GENDELL JEFFREY L | History | No change | 217,763 | 9,383 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 199,237 | 8,585 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 197,581 | 8,468 | 0.0% | 0.0% | 5 | +11,518 | 6.19% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 114,739 | 4,919 | 0.0% | 0.0% | 6 | -2,778 | -2.36% | Q3 2026 | Nov 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 83,863 | 3,613 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 77,656 | 3,346 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 77,089 | 3,321 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 64,790 | 2,776 | 0.0% | 0.0% | 10 | +464 | 0.72% | Q3 2026 | Nov 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 55,000 | 2,369 | 0.43% | 0.43% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,794 | 1,800 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 39,453 | 1,700 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 38,000 | 1,637 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 34,889 | 1,495 | 0.47% | 0.46% | 15 | 0 | 0.0% | Q3 2026 | Nov 12, 2026 |
| AMG National Trust Bank | History | No change | 33,252 | 1,425 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 32,807 | 1,413 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 32,915 | 1,406 | 0.0% | 0.0% | 18 | -4,398 | -11.79% | Q3 2026 | Nov 09, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 31,673 | 1,364 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 30,542 | 1,316 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 29,124 | 1,254 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 25,284 | 1,089 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 22,849 | 984 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 22,056 | 975 | 0.0% | — | 24 | +22,056 | New | Q3 2026 | Oct 13, 2026 |
| De Lisle Partners LLP | History | No change | 21,461 | 924 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 19,975 | 856 | 0.0% | 0.0% | 26 | +9,753 | 95.41% | Q3 2026 | Nov 12, 2026 |
| HRT FINANCIAL LP | History | No change | 19,298 | 831 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 17,941 | 773 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,126 | 694 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,716 | 634 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 13,517 | 579 | 0.0% | 0.0% | 31 | -11,089 | -45.07% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 13,372 | 576 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 12,896 | 555 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 12,605 | 540 | 0.0% | 0.0% | 34 | +2 | 0.02% | Q3 2026 | Nov 06, 2026 |
| SG Americas Securities, LLC | History | No change | 12,048 | 519 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 11,714 | 502 | 0.01% | 0.0% | 36 | +4,418 | 60.55% | Q3 2026 | Nov 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,819 | 463 | 0.0% | 0.0% | 37 | +211 | 1.99% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 9,172 | 395 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,947 | 385 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 7,790 | 333 | 0.16% | 0.17% | 40 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | Reduced | 7,020 | 300 | 0.0% | 0.0% | 41 | -21,933 | -75.75% | Q3 2026 | Nov 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 6,954 | 299 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,673 | 287 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,814 | 250 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 5,700 | 245 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 5,647 | 243 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 5,565 | 238 | 0.0% | 0.0% | 47 | +203 | 3.79% | Q3 2026 | Nov 10, 2026 |
| GTS SECURITIES LLC | History | No change | 5,085 | 219 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | New | 4,810 | 206 | 0.0% | — | 49 | +4,810 | New | Q3 2026 | Oct 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 4,660 | 200 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,871 | 165 | 0.0% | 0.0% | 51 | -547 | -12.38% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,793 | 163 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,550 | 109 | 0.0% | 0.0% | 53 | +1 | 0.04% | Q3 2026 | Nov 06, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,500 | 107 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,412 | 103 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,150 | 93 | 0.0% | 0.0% | 56 | +267 | 14.18% | Q3 2026 | Nov 12, 2026 |
| BARCLAYS PLC | History | Added to | 2,098 | 89 | 0.0% | 0.0% | 57 | +1,099 | 110.01% | Q3 2026 | Nov 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,086 | 89 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,000 | 86 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,610 | 69 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,067 | 45 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 996 | 42 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 647 | 27 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 446 | 19 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 422 | 18 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 396 | 17 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 337 | 14 | 0.0% | 0.0% | 67 | -4,055 | -92.33% | Q3 2026 | Nov 10, 2026 |
| State of Wyoming | History | New | 327 | 14 | 0.0% | — | 68 | +327 | New | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 308 | 13 | 0.0% | 0.0% | 69 | +35 | 12.82% | Q3 2026 | Nov 06, 2026 |
| CITIGROUP INC | History | Reduced | 233 | 9 | 0.0% | 0.0% | 70 | -1,854 | -88.84% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 189 | 8 | 0.0% | 0.0% | 72 | +159 | 530.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | Added to | 204 | 8 | 0.0% | 0.0% | 71 | +96 | 88.89% | Q3 2026 | Nov 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 141 | 6 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 157 | 6 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85 | 3 | 0.0% | 0.0% | 76 | +5 | 6.25% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 89 | 3 | 0.0% | 0.0% | 75 | -2 | -2.2% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Added to | 53 | 2 | 0.0% | 0.0% | 78 | +14 | 35.9% | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 59 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 35 | 1 | 0.0% | — | 80 | +34 | 3400.0% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 82 | -2 | -4.88% | Q3 2026 | Oct 14, 2026 |
| Allworth Financial LP | History | No change | 34 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Quarry LP | History | No change | 29 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,114 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 21, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 14 | 0 | — | — | — | -3 | -17.65% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q3 2026 | Nov 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |