Peoples Bancorp of North Carolina Inc. 13F holders
85 funds reported a position in Peoples Bancorp of North Carolina Inc. in their 13F for the quarter ended 30 June 2026, together 2.5 million shares worth $109.5 million. Against the quarter before, 14 opened a position, 41 added, 13 trimmed and 9 sold out; together they bought a net 146,319 shares. The largest holders: Wellington Management Group LLP, BlackRock, Inc. and Gendell Jeffrey L.
Funds holding85+3 on Q1 2026
Shares they held2.5Mworth $109.5 million
Net bought on the quarter146,319 sharesabout $6.3 million at the funds' values
Funds buying to selling55 to 22opened or added, to cut or sold
Opened 14Added 41Held 17Trimmed 13Sold out 9
What each fund did in PEBK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PEBK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 15 reported a position in Peoples Bancorp of North Carolina Inc.: 4 opened one, 4 added, 2 trimmed and 1 sold out, a net 25,754 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | +22,056 | 22,056 | new | 13F |
| Bailard, Inc. | +4,810 | 4,810 | new | 13F |
| State of Wyoming | +327 | 327 | new | 13F |
| Gamma Investing LLC | +159 | 189 | added | 13F |
| SJS Investment Consulting Inc. | +34 | 35 | added | 13F |
| IFP Advisors, Inc | +14 | 53 | added | 13F |
| Farther Finance Advisors, LLC | +5 | 85 | added | 13F |
| Nisa Investment Advisors, LLC | +3 | 3 | new | 13F |
| Essential Partners LLC | -2 | 39 | trimmed | 13F |
| Sterling Capital Management LLC | -2 | 89 | trimmed | 13F |
| Salem Investment Counselors Inc. | -1,650 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in Peoples Bancorp of North Carolina Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 117,517 shares worth $5.1 million, 0.0% of its reported book. New this quarter: Point72 Asset Management. In the quarter, 4 funds added or opened a position and 1 trimmed or sold out; together they bought a net 38,579 shares, about $1.7 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 117,517 | $5.1 million | 0.0% | +11,261 | added | 30 June 2026 | 13F |
| Citadel Advisors | 41,794 | $1.8 million | 0.0% | +26,473 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 32,807 | $1.4 million | 0.0% | -4,807 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 5,647 | $243,329 | 0.0% | +5,647 | new | 30 June 2026 | 13F |
| FMR LLC | 4,392 | $189,251 | 0.0% | +5 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 416,584 | 16.39% | $18.0 million | 0.00% | -2,024 | 13F |
| BlackRock, Inc. | 311,532 | 12.26% | $13.4 million | 0.00% | +21,659 | 13F |
| Gendell Jeffrey L | 217,763 | 8.57% | $9.4 million | 0.09% | no change | 13F |
| Vanguard Capital Management LLC | 199,237 | 7.84% | $8.6 million | 0.00% | -29,769 | 13F |
| Dimensional Fund Advisors LP | 186,063 | 7.32% | $8.0 million | 0.00% | +18,780 | 13F |
| Geode Capital Management, LLC | 117,517 | 4.62% | $5.1 million | 0.00% | +11,261 | 13F |
| Bridgeway Capital Management, LLC | 83,863 | 3.30% | $3.6 million | 0.06% | +2,731 | 13F |
| American Century Companies Inc. | 77,656 | 3.06% | $3.3 million | 0.00% | +46,792 | 13F |
| Arrowstreet Capital, Limited Partnership | 77,089 | 3.03% | $3.3 million | 0.00% | +16,237 | 13F |
| State Street Corp. | 64,326 | 2.53% | $2.8 million | 0.00% | +9,546 | 13F |
| Maltese Capital Management LLC | 55,000 | 2.16% | $2.4 million | 0.43% | +5,042 | 13F |
| Citadel Advisors LLC | 41,794 | 1.64% | $1.8 million | 0.00% | +26,473 | 13F |
| Northern Trust Corp. | 39,453 | 1.55% | $1.7 million | 0.00% | +4,391 | 13F |
| Empowered Funds, LLC | 38,000 | 1.50% | $1.6 million | 0.01% | +2,676 | 13F |
| Acadian Asset Management LLC | 37,313 | 1.47% | $1.6 million | 0.00% | +26,990 | 13F |
| Pinnacle Holdings, LLC | 34,889 | 1.37% | $1.5 million | 0.48% | no change | 13F |
| AMG National Trust Bank | 33,252 | 1.31% | $1.4 million | 0.03% | no change | 13F |
| Renaissance Technologies LLC | 32,807 | 1.29% | $1.4 million | 0.00% | -4,807 | 13F |
| Vanguard Fiduciary Trust Co. | 31,673 | 1.25% | $1.4 million | 0.00% | +1,741 | 13F |
| Vanguard Portfolio Management LLC | 30,542 | 1.20% | $1.3 million | 0.00% | +6,241 | 13F |
| Martingale Asset Management L P | 29,124 | 1.15% | $1.3 million | 0.03% | +9,777 | 13F |
| UBS Group AG | 28,953 | 1.14% | $1.2 million | 0.00% | +21,326 | 13F |
| HoldCo Asset Management, LP | 25,284 | 0.99% | $1.1 million | 0.07% | no change | 13F |
| Nuveen, LLC | 24,606 | 0.97% | $1.1 million | 0.00% | +17,537 | 13F |
| Panagora Asset Management Inc. | 22,849 | 0.90% | $984,563 | 0.00% | +16,091 | 13F |
| De Lisle Partners LLP | 21,461 | 0.84% | $924,754 | 0.10% | no change | 13F |
| HRT Financial LP | 19,298 | 0.76% | $831,000 | 0.00% | new | 13F |
| Trexquant Investment LP | 17,941 | 0.71% | $773,078 | 0.01% | new | 13F |
| Goldman Sachs Group Inc. | 16,126 | 0.63% | $694,870 | 0.00% | -313 | 13F |
| AQR Capital Management LLC | 14,716 | 0.58% | $634,113 | 0.00% | +7,047 | 13F |
| Morgan Stanley | 13,372 | 0.53% | $576,202 | 0.00% | -3,107 | 13F |
| Charles Schwab Investment Management Inc. | 12,896 | 0.51% | $555,689 | 0.00% | +2,116 | 13F |
| LPL Financial LLC | 12,603 | 0.50% | $543,055 | 0.00% | new | 13F |
| SG Americas Securities, LLC | 12,048 | 0.47% | $519,000 | 0.00% | new | 13F |
| Bank of New York Mellon Corp | 10,608 | 0.42% | $457,119 | 0.00% | +1,404 | 13F |
| Los Angeles Capital Management LLC | 10,222 | 0.40% | $440,465 | 0.00% | +4,255 | 13F |
| XTX Topco Ltd | 9,172 | 0.36% | $395,221 | 0.01% | new | 13F |
| O'shaughnessy Asset Management, LLC | 8,947 | 0.35% | $385,526 | 0.00% | +1,532 | 13F |
| Flywheel Private Wealth LLC | 7,790 | 0.31% | $335,671 | 0.17% | no change | 13F |
| Ritholtz Wealth Management | 7,296 | 0.29% | $314,371 | 0.01% | +160 | 13F |
| Occudo Quantitative Strategies LP | 6,954 | 0.27% | $299,648 | 0.02% | +1,068 | 13F |
| HSBC Holdings PLC | 6,673 | 0.26% | $287,406 | 0.00% | -2,661 | 13F |
| Thrivent Financial for Lutherans | 6,114 | 0.24% | $263,000 | 0.00% | new | 13F |
| First Trust Advisors LP | 5,814 | 0.23% | $250,525 | 0.00% | -204 | 13F |
| Jump Financial, LLC | 5,700 | 0.22% | $245,613 | 0.00% | new | 13F |
| Point72 Asset Management, L.P. | 5,647 | 0.22% | $243,329 | 0.00% | new | 13F |
| Rhumbline Advisers | 5,362 | 0.21% | $231,043 | 0.00% | +19 | 13F |
| GTS Securities LLC | 5,085 | 0.20% | $219,113 | 0.01% | new | 13F |
| Algert Global LLC | 4,660 | 0.18% | $200,799 | 0.00% | new | 13F |
| Deutsche Bank AG | 4,418 | 0.17% | $190,372 | 0.00% | +1,809 | 13F |
The 50 largest of the 85 funds that reported a position in PEBK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 29 July 2026 | 13G | BlackRock, Inc. and 1 other | 293,523 | 5.4% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Wellington Management Group LLP and 7 others | 418,608 | 7.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 259,426 | 4.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G | BlackRock, Inc. and 1 other | 273,510 | 5.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G/A | Bay Pond Partners, L.P. and 1 other | 261,996 | 4.8% | 30 September 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 27 | $43.34 | SEC |
| 27 August 2026 | 4 | $43.65 | SEC |
| 26 August 2026 | 20 | $43.84 | SEC |
| 21 August 2026 | 2 | $43.96 | SEC |
| 14 August 2026 | 291 | $44.56 | SEC |
| 11 August 2026 | 103 | $42.88 | SEC |
| 27 July 2026 | 1 | $43.02 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.