IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Peoples Bancorp of NC (PEBK)

CUSIP: 710577107 | NYSE | Financial Services · Banks - Regional | Micro Cap | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP197,581
0.0% of portfolio›$8.5M
AMG National Trust Bank33,252
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC22,056
0.0% of portfolio›$976.0K
Ritholtz Wealth Management11,714
0.0% of portfolio›$502.0K
Bank of New York Mellon Corp10,819
0.0% of portfolio›$463.7K
Flywheel Private Wealth LLC7,790
0.2% of portfolio›$333.9K
Bailard, Inc.4,810
0.0% of portfolio›$206.2K
State of Wyoming327
0.0% of portfolio›$14.0K
Citigroup Inc233
0.0% of portfolio›$10.0K
Gamma Investing LLC189
0.0% of portfolio›$8.1K
Blue Trust, Inc.157
0.0% of portfolio›$6.7K
Sterling Capital Management LLC89
0.0% of portfolio›$3.8K
Farther Finance Advisors, LLC85
0.0% of portfolio›$3.6K
IFP Advisors, Inc53
0.0% of portfolio›$2.3K
Essential Partners LLC39
0.0% of portfolio›$1.7K
SJS Investment Consulting Inc.35
0.0% of portfolio›$1.5K
EverSource Wealth Advisors, LLC14
0.0% of portfolio›$600
Root Financial Partners, LLC11
0.0% of portfolio›$471
GK Wealth Management LLC4
0.0% of portfolio›$154
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$129
Nisa Investment Advisors, LLC3
0.0% of portfolio›$129
Fortitude Family Office, LLC1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
197,581$8.5M0.0%IndexLowAustin, TX2026-11-04
AMG National Trust Bank
33,252$1.4M0.0%ETFLowGreenwood Village, CO2026-11-05
Wealth Enhancement Advisory Services, LLC
22,056$976.0K0.0%CoreLowPlymouth, MN2026-10-13
Ritholtz Wealth Management
11,714$502.0K0.0%IndexLowNew York, NY2026-11-05
Bank of New York Mellon Corp
10,819$463.7K0.0%CoreLowNew York, NY2026-11-05
Flywheel Private Wealth LLC
7,790$333.9K0.2%ETFVery LowLos Altos, CA2026-11-02
Bailard, Inc.
4,810$206.2K0.0%GrowthMediumFoster City, CA2026-10-13
State of Wyoming
327$14.0K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
233$10.0K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
189$8.1K0.0%IndexVery LowFoster City, CA2026-10-08
Blue Trust, Inc.
157$6.7K0.0%ETFLowBrentwood, TN2026-10-15
Sterling Capital Management LLC
89$3.8K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
85$3.6K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
53$2.3K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
39$1.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
35$1.5K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
14$6000.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
11$4710.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
4$1540.0%GARPVery HighReno, NV2026-10-09
Provenance Wealth Advisors, LLC
3$1290.0%ETFLowFort Lauderdale, FL2026-10-30
Nisa Investment Advisors, LLC
3$1290.0%IndexVery LowSt. Louis, MO2026-10-20
Fortitude Family Office, LLC
1$430.0%ETFMediumScottsdale, AZ2026-10-14