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 | 418,608 | 16,392 | 0.0% | 0.0% | 1 | -68,835 | -14.12% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 289,873 | 11,351 | 0.0% | 0.0% | 2 | -2,826 | -0.97% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 290,015 | 10,498 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 229,006 | 8,967 | 0.0% | — | 4 | +229,006 | New | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | No change | 217,763 | 8,527 | 0.12% | 0.14% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fourthstone LLC | History | Added to | 194,918 | 7,632 | 1.29% | 1.05% | 6 | +40,385 | 26.13% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 167,283 | 6,550 | 0.0% | 0.0% | 7 | +7,404 | 4.63% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 106,256 | 4,162 | 0.0% | 0.0% | 8 | -3,186 | -2.91% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 81,132 | 3,177 | 0.06% | 0.06% | 9 | +7,314 | 9.91% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 60,852 | 2,382 | 0.0% | 0.0% | 10 | -163 | -0.27% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 54,780 | 2,145 | 0.0% | 0.0% | 11 | -7,028 | -11.37% | Q1 2026 | May 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 49,958 | 1,956 | 0.39% | 0.32% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 37,614 | 1,472 | 0.0% | 0.0% | 13 | +9,407 | 33.35% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 35,324 | 1,383 | 0.01% | — | 14 | +35,324 | New | Q1 2026 | Jun 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,062 | 1,373 | 0.0% | 0.0% | 15 | +1,421 | 4.22% | Q1 2026 | May 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 34,889 | 1,366 | 0.44% | 0.43% | 16 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMG National Trust Bank | History | No change | 33,252 | 1,302 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 30,864 | 1,208 | 0.0% | 0.0% | 18 | +7,484 | 32.01% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 29,932 | 1,172 | 0.0% | — | 19 | +29,932 | New | Q1 2026 | May 08, 2026 |
| HoldCo Asset Management, LP | History | No change | 25,284 | 990 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 24,301 | 951 | 0.0% | — | 21 | +24,301 | New | Q1 2026 | May 08, 2026 |
| De Lisle Partners LLP | History | No change | 21,461 | 840 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 19,347 | 757 | 0.02% | — | 23 | +19,347 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 16,479 | 645 | 0.0% | 0.0% | 24 | +1,305 | 8.6% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,439 | 643 | 0.0% | 0.0% | 25 | +10,191 | 163.11% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,321 | 599 | 0.0% | — | 26 | +15,321 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 10,780 | 422 | 0.0% | 0.0% | 27 | -1,693 | -13.57% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 10,323 | 402 | 0.0% | 0.0% | 28 | +7,773 | 304.82% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 9,334 | 368 | 0.0% | — | 29 | +9,334 | New | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 9,204 | 360 | 0.0% | 0.0% | 30 | -640 | -6.5% | Q1 2026 | May 05, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 7,790 | 305 | 0.17% | — | 31 | +7,790 | New | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,669 | 300 | 0.0% | 0.0% | 32 | +788 | 11.45% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 7,627 | 298 | 0.0% | 0.0% | 33 | -33,773 | -81.58% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,415 | 290 | 0.0% | 0.0% | 34 | -983 | -11.71% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,136 | 279 | 0.0% | 0.0% | 35 | +1,184 | 19.89% | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | No change | 7,069 | 276 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 6,758 | 264 | 0.0% | — | 37 | +6,758 | New | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 6,018 | 235 | 0.0% | — | 38 | +6,018 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,967 | 233 | 0.0% | 0.0% | 39 | -2,233 | -27.23% | Q1 2026 | May 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 5,886 | 232 | 0.01% | — | 40 | +5,886 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,343 | 209 | 0.0% | 0.0% | 41 | -61 | -1.13% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 4,387 | 171 | 0.0% | 0.0% | 42 | +37 | 0.85% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 3,684 | 144 | 0.0% | 0.0% | 43 | -6,173 | -62.63% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,609 | 102 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,500 | 98 | 0.0% | 0.0% | 45 | -1,000 | -28.57% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,412 | 94 | 0.0% | 0.0% | 46 | -19 | -0.78% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,020 | 79 | 0.0% | 0.0% | 47 | +34 | 1.71% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,000 | 78 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,721 | 66 | 0.0% | 0.0% | 49 | -1,447 | -45.68% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,650 | 64 | 0.0% | — | 50 | +1,650 | New | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,610 | 63 | 0.0% | — | 51 | +1,610 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,593 | 62 | 0.0% | 0.0% | 52 | -3,132 | -66.29% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 1,496 | 58 | 0.0% | — | 53 | +1,496 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,215 | 47 | 0.0% | 0.0% | 54 | -42 | -3.34% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 996 | 39 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 812 | 31 | 0.0% | 0.0% | 56 | +1 | 0.12% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 652 | 25 | 0.0% | 0.0% | 57 | -6 | -0.91% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 558 | 21 | 0.0% | 0.0% | 58 | +239 | 74.92% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 446 | 17 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 422 | 16 | 0.0% | 0.0% | 60 | +281 | 199.29% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 396 | 15 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Reduced | 363 | 14 | 0.0% | 0.0% | 62 | -118 | -24.53% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 296 | 11 | 0.0% | 0.0% | 63 | -14 | -4.52% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 230 | 9 | 0.0% | 0.0% | 64 | +54 | 30.68% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 228 | 8 | 0.0% | 0.0% | 65 | -31 | -11.97% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 196 | 7 | 0.0% | 0.0% | 66 | -397 | -66.95% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 173 | 6 | 0.0% | 0.0% | 68 | -219 | -55.87% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | No change | 157 | 6 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 139 | 5 | 0.0% | 0.0% | 69 | -104 | -42.8% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 56 | 2 | 0.0% | 0.0% | 70 | -16 | -22.22% | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14 | 1 | 0.0% | 0.0% | 72 | -250 | -94.7% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 73 | +2 | 7.14% | Q1 2026 | Apr 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,844 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,603 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |