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 | Reduced | 416,584 | 17,950 | 0.0% | 0.0% | 1 | -2,024 | -0.48% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 311,532 | 13,423 | 0.0% | 0.0% | 2 | +21,659 | 7.47% | Q2 2026 | Aug 07, 2026 |
| GENDELL JEFFREY L | History | No change | 217,763 | 9,383 | 0.08% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 199,237 | 8,585 | 0.0% | 0.0% | 4 | -29,769 | -13.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 186,063 | 8,017 | 0.0% | 0.0% | 5 | +18,780 | 11.23% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 117,517 | 5,065 | 0.0% | 0.0% | 6 | +11,261 | 10.6% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 83,863 | 3,613 | 0.06% | 0.06% | 7 | +2,731 | 3.37% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 77,656 | 3,346 | 0.0% | 0.0% | 8 | +46,792 | 151.61% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 77,089 | 3,321 | 0.0% | 0.0% | 9 | +16,237 | 26.68% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 64,326 | 2,771 | 0.0% | 0.0% | 10 | +9,546 | 17.43% | Q2 2026 | Sep 22, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 55,000 | 2,369 | 0.43% | 0.39% | 11 | +5,042 | 10.09% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 41,794 | 1,800 | 0.0% | 0.0% | 12 | +26,473 | 172.79% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | Added to | 39,453 | 1,700 | 0.0% | 0.0% | 13 | +4,391 | 12.52% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 38,000 | 1,637 | 0.01% | 0.01% | 14 | +2,676 | 7.58% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 37,313 | 1,603 | 0.0% | 0.0% | 15 | +26,990 | 261.46% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 34,889 | 1,503 | 0.46% | 0.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMG National Trust Bank | History | No change | 33,252 | 1,432 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 32,807 | 1,413 | 0.0% | 0.0% | 18 | -4,807 | -12.78% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 31,673 | 1,364 | 0.0% | 0.0% | 19 | +1,741 | 5.82% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 30,542 | 1,316 | 0.0% | 0.0% | 20 | +6,241 | 25.68% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 29,124 | 1,254 | 0.03% | 0.02% | 21 | +9,777 | 50.53% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 28,953 | 1,247 | 0.0% | 0.0% | 22 | +21,326 | 279.61% | Q2 2026 | Aug 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 25,284 | 1,089 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 24,606 | 1,060 | 0.0% | 0.0% | 24 | +17,537 | 248.08% | Q2 2026 | Aug 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 22,849 | 984 | 0.0% | 0.0% | 25 | +16,091 | 238.1% | Q2 2026 | Aug 06, 2026 |
| De Lisle Partners LLP | History | No change | 21,461 | 924 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 19,298 | 831 | 0.0% | — | 27 | +19,298 | New | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 17,941 | 773 | 0.0% | — | 28 | +17,941 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 16,126 | 694 | 0.0% | 0.0% | 29 | -313 | -1.9% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,716 | 634 | 0.0% | 0.0% | 30 | +7,047 | 91.89% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 13,372 | 576 | 0.0% | 0.0% | 31 | -3,107 | -18.85% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 12,896 | 555 | 0.0% | 0.0% | 32 | +2,116 | 19.63% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | New | 12,603 | 543 | 0.0% | — | 33 | +12,603 | New | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | New | 12,048 | 519 | 0.0% | — | 34 | +12,048 | New | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,608 | 457 | 0.0% | 0.0% | 35 | +1,404 | 15.25% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 10,222 | 440 | 0.0% | 0.0% | 36 | +4,255 | 71.31% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 9,172 | 395 | 0.01% | — | 37 | +9,172 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,947 | 385 | 0.0% | 0.0% | 38 | +1,532 | 20.66% | Q2 2026 | Aug 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 7,790 | 335 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,296 | 314 | 0.0% | 0.0% | 40 | +160 | 2.24% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 6,954 | 299 | 0.02% | 0.01% | 41 | +1,068 | 18.14% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 6,673 | 287 | 0.0% | 0.0% | 42 | -2,661 | -28.51% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,114 | 263 | 0.0% | — | 43 | +6,114 | New | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 5,814 | 250 | 0.0% | 0.0% | 44 | -204 | -3.39% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | New | 5,700 | 245 | 0.0% | — | 45 | +5,700 | New | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 5,647 | 243 | 0.0% | — | 46 | +5,647 | New | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 5,362 | 231 | 0.0% | 0.0% | 47 | +19 | 0.36% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | New | 5,085 | 219 | 0.0% | — | 48 | +5,085 | New | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 4,660 | 200 | 0.0% | — | 49 | +4,660 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,418 | 190 | 0.0% | 0.0% | 50 | +1,809 | 69.34% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 4,392 | 189 | 0.0% | 0.0% | 51 | +5 | 0.11% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,793 | 163 | 0.0% | 0.0% | 52 | +2,200 | 138.1% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,549 | 109 | 0.0% | 0.0% | 53 | +1,737 | 213.92% | Q2 2026 | Aug 06, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,500 | 108 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 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 |
| CITIGROUP INC | History | Added to | 2,087 | 89 | 0.0% | 0.0% | 56 | +1,891 | 964.8% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,086 | 89 | 0.0% | 0.0% | 57 | +66 | 3.27% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,000 | 86 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,883 | 81 | 0.0% | 0.0% | 59 | +162 | 9.41% | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,650 | 71 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,610 | 69 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,067 | 45 | 0.0% | 0.0% | 62 | -148 | -12.18% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 999 | 43 | 0.0% | 0.0% | 63 | -2,685 | -72.88% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 996 | 42 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 647 | 27 | 0.0% | 0.0% | 65 | +89 | 15.95% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 652 | 25 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 446 | 19 | 0.0% | 0.0% | 67 | 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% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 396 | 17 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 273 | 11 | 0.0% | 0.0% | 70 | +43 | 18.7% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 141 | 6 | 0.0% | 0.0% | 71 | +127 | 907.14% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 157 | 6 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | New | 108 | 4 | 0.0% | — | 73 | +108 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 75 | -93 | -53.76% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 91 | 3 | 0.0% | 0.0% | 74 | -48 | -34.53% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 59 | 2 | 0.0% | 0.0% | 76 | -169 | -74.12% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | Added to | 39 | 1 | 0.0% | — | 78 | +38 | 3800.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Added to | 34 | 1 | 0.0% | — | 77 | +29 | 580.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | New | 29 | 1 | 0.0% | — | 81 | +29 | New | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 80 | -20 | -32.79% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -194,918 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,496 | -100.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -363 | -100.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 12 | 0 | — | — | — | +11 | 1100.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 17 | 0 | — | — | — | +7 | 70.0% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |