PEBK · Peoples Bancorp Of North Carolina Inc

$44.63 +0.30 (+0.68%)

Market Cap

$242.11M

5.46M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 85

Total Value: $109,497,495

Total Shares: 2,541,136

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 85 13F filers · Δ vs Mar 31, 2026

Top Holder

16.4%

−1.1 pts

Top 5

52.4%

−4.0 pts

Top 10

68.9%

−7.1 pts

HHI

698

Broadly held−111

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +16.7%

Shares held: +6.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AMERICAN CENTURY COMPANIES INC	+46,792	77,656
Large ACADIAN ASSET MANAGEMENT LLC	+26,990	37,313
Mega CITADEL ADVISORS LLC	+26,473	41,794
Mega BlackRock, Inc.	+21,659	311,532
Mega UBS Group AG	+21,326	28,953

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	−29,769	199,237
Large RENAISSANCE TECHNOLOGIES LLC	−4,807	32,807
Mega MORGAN STANLEY	−3,107	13,372
Mega BARCLAYS PLC	−2,685	999
Mega HSBC HOLDINGS PLC	−2,661	6,673

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large HRT FINANCIAL LP	19,298	$831,550
Large Trexquant Investment LP	17,941	$773,077
Mega LPL Financial LLC	12,603	$543,063
Mega SG Americas Securities, LLC	12,048	$519,148
Mid XTX Topco Ltd	9,172	$395,221

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Fourthstone LLC	194,918	$7,632,988
Mid Advisory Services Network, LLC	1,496	$58,583
Large CWM, LLC	652	$25,532
Small State of Wyoming	363	$14,215
Large OSAIC HOLDINGS, INC.	296	$11,591

Filter: New 15 Increased 41 Reduced 12 Sold out 12 Unchanged 17

Showing 85 of 85

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WELLINGTON MANAGEMENT GROUP LLP

$17,950,604

16.39%

416,584

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	416,584	$17,950,604	100.0%	Defined

BlackRock, Inc.

$13,423,911

12.26%

311,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	13,848	$596,710	4.4%	Sole
BlackRock Investment Management, LLC	14,588	$628,596	4.7%	Sole
BLACKROCK ADVISORS LLC	8,535	$367,773	2.7%	Sole
BlackRock Fund Advisors	192,488	$8,294,307	61.8%	Sole
BlackRock Institutional Trust Company, N.A.	81,614	$3,516,747	26.2%	Sole
BlackRock Japan Co. Ltd	456	$19,649	0.1%	Sole
Aperio Group, LLC	3	$129	0.0%	Sole

GENDELL JEFFREY L

$9,383,407

8.57%

217,763

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tontine Associates, LLC	217,763	$9,383,407	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$8,585,122

7.84%

199,237

DIMENSIONAL FUND ADVISORS LP

$8,017,453

7.32%

186,063

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	400	$17,236	0.2%	Defined
DFA Australia Ltd.	2,563	$110,439	1.4%	Defined
Dimensional Ireland Ltd	11,122	$479,246	6.0%	Defined
Held directly	171,978	$7,410,532	92.4%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$5,063,806

4.62%

117,517

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	17,806	$767,260	15.2%	Defined
Held directly	99,711	$4,296,546	84.8%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$3,613,656

3.30%

83,863

AMERICAN CENTURY COMPANIES INC

$3,346,197

3.06%

77,656

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	77,656	$3,346,197	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$3,321,765

3.03%

77,089

STATE STREET CORP

$2,771,807

2.53%

64,326

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	64,326	$2,771,807	100.0%	Defined

MALTESE CAPITAL MANAGEMENT LLC

$2,369,949

2.16%

55,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Malta Hedge Fund II, L.P.	23,896	$1,029,678	43.4%	Defined
Malta Opportunity Fund LP	22,748	$980,211	41.4%	Defined
Held directly	8,356	$360,060	15.2%	Sole

CITADEL ADVISORS LLC

$1,800,903

1.64%

41,794

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	29,000	$1,249,610	69.4%	Defined
Held directly	12,794	$551,293	30.6%	Defined

NORTHERN TRUST CORP

$1,700,029

1.55%

39,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	38,830	$1,673,184	98.4%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	623	$26,845	1.6%	Other

Empowered Funds, LLC

$1,637,420

1.50%

38,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	38,000	$1,637,420	100.0%	Other

ACADIAN ASSET MANAGEMENT LLC

$1,607,817

1.47%

37,313

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	37,313	$1,607,817	100.0%	Defined

Pinnacle Holdings, LLC

$1,503,367

1.37%

34,889

AMG National Trust Bank

$1,432,828

1.31%

33,252

RENAISSANCE TECHNOLOGIES LLC

$1,413,653

1.29%

32,807

VANGUARD FIDUCIARY TRUST CO

$1,364,789

1.25%

31,673

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,316,054

1.20%

30,542

MARTINGALE ASSET MANAGEMENT L P

$1,254,953

1.15%

29,124

UBS Group AG

$1,247,583

1.14%

28,953

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	863	$37,186	3.0%	Defined
UBS AG	13,001	$560,213	44.9%	Defined
UBS Europe SE	15,088	$650,141	52.1%	Defined
UBS Securities LLC	1	$43	0.0%	Defined

HoldCo Asset Management, LP

$1,089,487

0.99%

25,284

Nuveen, LLC

$1,060,271

0.97%

24,606

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	2,771	$119,402	11.3%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	15,830	$682,114	64.3%	Defined
TEACHERS ADVISORS, LLC joint	6,005	$258,755	24.4%	Defined

PANAGORA ASSET MANAGEMENT INC

$984,563

0.90%

22,849

De Lisle Partners LLP

$924,754

0.84%

21,461

HRT FINANCIAL LP

$831,550

0.76%

19,298

Trexquant Investment LP

$773,077

0.71%

17,941

GOLDMAN SACHS GROUP INC

$694,868

0.63%

16,126

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	8,839	$380,872	54.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	7,287	$313,996	45.2%	Defined

AQR CAPITAL MANAGEMENT LLC

$634,109

0.58%

14,716

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$43	0.0%	Other
Prism Planning Partners LLC	22	$947	0.1%	Other
Arax Advisory Partners	116	$4,998	0.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	87	$3,748	0.6%	Other
Stokes Family Office, LLC	41	$1,766	0.3%	Other
Held directly	14,449	$622,607	98.2%	Defined

MORGAN STANLEY

$576,196

0.53%

13,372

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	25	$1,077	0.2%	Defined
MORGAN STANLEY & CO. LLC	1,313	$56,577	9.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	4,397	$189,466	32.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,729	$246,862	42.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,908	$82,214	14.3%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$555,688

0.51%

12,896

LPL Financial LLC

$543,063

0.50%

12,603

SG Americas Securities, LLC

$519,148

0.47%

12,048

Bank of New York Mellon Corp

$457,098

0.42%

10,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	3,634	$156,589	34.3%	Defined
The Bank of New York Mellon	6,973	$300,466	65.7%	Defined
Held directly	1	$43	0.0%	Defined

LOS ANGELES CAPITAL MANAGEMENT LLC

$440,465

0.40%

10,222

XTX Topco Ltd

$395,221

0.36%

9,172

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	9,172	$395,221	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$385,526

0.35%

8,947

Flywheel Private Wealth LLC

$335,671

0.31%

7,790

RITHOLTZ WEALTH MANAGEMENT

$314,384

0.29%

7,296

OCCUDO QUANTITATIVE STRATEGIES LP

$299,647

0.27%

6,954

HSBC HOLDINGS PLC

$287,539

0.26%

6,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	6,673	$287,539	100.0%	Defined

Thrivent Financial for Lutherans

$263,452

0.24%

6,114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Investment Management Inc.	6,114	$263,452	100.0%	Sole

FIRST TRUST ADVISORS LP

$250,525

0.23%

5,814

Jump Financial, LLC

$245,613

0.22%

5,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	5,700	$245,613	100.0%	Defined

Point72 Asset Management, L.P.

$243,329

0.22%

5,647

RHUMBLINE ADVISERS

$231,048

0.21%

5,362

GTS SECURITIES LLC

$219,112

0.20%

5,085

ALGERT GLOBAL LLC

$200,799

0.18%

4,660

DEUTSCHE BANK AG\

$190,371

0.17%

4,418

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	4,418	$190,371	100.0%	Defined

FMR LLC

$189,251

0.17%

4,392

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	4,392	$189,251	100.0%	Defined

WELLS FARGO & COMPANY/MN

$163,440

0.15%

3,793

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	3,793	$163,440	100.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	0	$0	0.0%	Defined

Russell Investments Group, Ltd.

$109,835

0.10%

2,549

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	2,549	$109,835	100.0%	Defined

LSV ASSET MANAGEMENT

$107,725

0.10%

2,500

MetLife Investment Management, LLC

$103,933

0.09%

2,412

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	2,412	$103,933	100.0%	Defined

CITIGROUP INC

$89,928

0.08%

2,087

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,087	$89,928	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$89,885

0.08%

2,086

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,086	$89,885	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$86,180

0.08%

2,000

JPMORGAN CHASE & CO

$81,138

0.07%

1,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	1,878	$80,923	99.7%	Defined
J.P. Morgan Securities plc	5	$215	0.3%	Defined

SALEM INVESTMENT COUNSELORS INC

$71,098

0.06%

1,650

Vanguard Global Advisers, LLC

$69,374

0.06%

1,610

BNP PARIBAS ARBITRAGE, SA

$45,977

0.04%

1,067

BARCLAYS PLC

$43,046

0.04%

999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	869	$37,445	87.0%	Defined
BARCLAYS CAPITAL INC.	130	$5,601	13.0%	Defined

Police & Firemen's Retirement System of New Jersey

$42,917

0.04%

996

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	996	$42,917	100.0%	Defined

Tower Research Capital LLC (TRC)

$27,879

0.03%

647

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	647	$27,879	100.0%	Defined

Ameritas Investment Partners, Inc.

$19,218

0.02%

446

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	446	$19,218	100.0%	Other

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$18,183

0.02%

422

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	422	$18,183	100.0%	Defined

Legal & General Group Plc

$17,063

0.02%

396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	396	$17,063	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$11,762

0.01%

273

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	273	$11,762	100.0%	Defined

Blue Trust, Inc.

$6,765

0.01%

157

ROYAL BANK OF CANADA

$6,075

0.01%

141

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	141	$6,075	100.0%	Defined

Arax Advisory Partners

$4,653

0.00%

108

Sterling Capital Management LLC

$3,921

0.00%

Farther Finance Advisors, LLC

$3,447

0.00%

Integrated Wealth Concepts LLC

$2,025

0.00%

Essential Partners LLC

$1,766

0.00%

IFP Advisors, Inc

$1,680

0.00%

Allworth Financial LP

$1,465

0.00%

GAMMA Investing LLC

$1,292

0.00%

Quarry LP

$1,249

0.00%

EverSource Wealth Advisors, LLC

$731

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	4	$172	23.5%	Sole
Held directly	13	$559	76.5%	Sole

ROTHSCHILD INVESTMENT LLC

$517

0.00%

Basecamp Wealth Advisors LLC

$344

0.00%

SJS Investment Consulting Inc.

$43

0.00%

Fortitude Family Office, LLC

$43

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	296	$11,591	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	56	$2,192	100.0%	Defined

Key facts CIK 1093672 CUSIP 710577107 13F (30d) 76 filings 75 filers Visit website