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Peoples Bancorp of NC (PEBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares197,581 from 186,063
Change+11,518 (+6%)
Value$8.5M (+$451.0K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares114,739 from 117,517
Change-2,778 (-2%)
Value$4.9M (-$146.1K)
Filed 2026-11-06
AMG National Trust Bank
UNCHANGED
Shares33,252 from 33,252
Change0 (0%)
Value$1.4M (-$7.6K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW
Shares22,056
Change+22,056
Value$976.0K
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares12,605 from 12,603
Change+2 (+0%)
Value$540.3K (-$2.8K)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares11,714 from 7,296
Change+4,418 (+61%)
Value$502.0K (+$187.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares10,819 from 10,608
Change+211 (+2%)
Value$463.7K (+$6.6K)
Filed 2026-11-05
Flywheel Private Wealth LLC
UNCHANGED
Shares7,790 from 7,790
Change0 (0%)
Value$333.9K (-$1.8K)
Filed 2026-11-02
Bailard, Inc.
NEW
Shares4,810
Change+4,810
Value$206.2K
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares3,871 from 4,418
Change-547 (-12%)
Value$165.9K (-$24.5K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares2,550 from 2,549
Change+1 (+0%)
Value$109.3K (-$568)
Filed 2026-11-06
LSV Asset Management
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$107 (-$107.9K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares2,098 from 999
Change+1,099 (+110%)
Value$89.9K (+$46.9K)
Filed 2026-11-06
State of Wyoming
NEW
Shares327
Change+327
Value$14.0K
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares308 from 273
Change+35 (+13%)
Value$13.2K (+$1.4K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares233 from 2,087
Change-1,854 (-89%)
Value$10.0K (-$79.9K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares189 from 30
Change+159 (+530%)
Value$8.1K (+$6.8K)
Filed 2026-10-08
Blue Trust, Inc.
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$6.7K (-$36)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares89 from 91
Change-2 (-2%)
Value$3.8K (-$106)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares85 from 80
Change+5 (+6%)
Value$3.6K (+$195)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares53 from 39
Change+14 (+36%)
Value$2.3K (+$591)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares39 from 41
Change-2 (-5%)
Value$1.7K (-$95)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares35 from 1
Change+34 (+3400%)
Value$1.5K (+$1.5K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.5K ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares14 from 17
Change-3 (-18%)
Value$600 (-$132)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares11
Change+11
Value$471
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares4
Change+4
Value$154
Filed 2026-10-09
Nisa Investment Advisors, LLC
NEW
Shares3
Change+3
Value$129
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$129
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$43 ($0)
Filed 2026-10-14
Thrivent Financial for Lutherans
CLOSED
Shares0 from 6,114
Change-6,114 (-100%)
Value$0 (-$263.0K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,650
Change-1,650 (-100%)
Value$0 (-$71.1K)
Filed 2026-10-13
Wellington Management Group LLP
N/A
Shares— from 416,584
Change-416,584 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 311,532
Change-311,532 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 217,763
Change-217,763 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 199,237
Change-199,237 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 83,863
Change-83,863 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 77,656
Change-77,656 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 77,089
Change-77,089 (-100%)
Value—
State Street Corp
N/A
Shares— from 64,326
Change-64,326 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,794
Change-41,794 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 39,453
Change-39,453 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 37,313
Change-37,313 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 34,889
Change-34,889 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 32,807
Change-32,807 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 31,673
Change-31,673 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 30,542
Change-30,542 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 29,124
Change-29,124 (-100%)
Value—
UBS Group AG
N/A
Shares— from 28,953
Change-28,953 (-100%)
Value—
HoldCo Asset Management, LPA
N/A
Shares— from 25,284
Change-25,284 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 24,606
Change-24,606 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 22,849
Change-22,849 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 21,461
Change-21,461 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 19,298
Change-19,298 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 17,941
Change-17,941 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,126
Change-16,126 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,716
Change-14,716 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,372
Change-13,372 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,896
Change-12,896 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,814
Change-5,814 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 996
Change-996 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 647
Change-647 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 446
Change-446 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 396
Change-396 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 141
Change-141 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 108
Change-108 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 59
Change-59 (-100%)
Value—
Quarry LP
N/A
Shares— from 29
Change-29 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED197,581186,063+11,518+6%$8.0M$8.5M+$451.0K2026-11-04
Geode Capital Management, LLC
DECREASED114,739117,517-2,778-2%$5.1M$4.9M-$146.1K2026-11-06
AMG National Trust Bank
UNCHANGED33,25233,25200%$1.4M$1.4M-$7.6K2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW22,056—+22,056——$976.0K—2026-10-13
LPL Financial LLC
INCREASED12,60512,603+2+0%$543.1K$540.3K-$2.8K2026-11-06
Ritholtz Wealth Management
INCREASED11,7147,296+4,418+61%$314.4K$502.0K+$187.7K2026-11-05
Bank of New York Mellon Corp
INCREASED10,81910,608+211+2%$457.1K$463.7K+$6.6K2026-11-05
Flywheel Private Wealth LLC
UNCHANGED7,7907,79000%$335.7K$333.9K-$1.8K2026-11-02
Bailard, Inc.
NEW4,810—+4,810——$206.2K—2026-10-13
Deutsche Bank Ag\
DECREASED3,8714,418-547-12%$190.4K$165.9K-$24.5K2026-11-06
Russell Investments Group, Ltd.
INCREASED2,5502,549+1+0%$109.8K$109.3K-$5682026-11-06
LSV Asset Management
UNCHANGED2,5002,50000%$108.0K$107-$107.9K2026-11-06
Barclays PLC
INCREASED2,098999+1,099+110%$43.0K$89.9K+$46.9K2026-11-06
State of Wyoming
NEW327—+327——$14.0K—2026-10-28
PNC Financial Services Group, Inc.
INCREASED308273+35+13%$11.8K$13.2K+$1.4K2026-11-06
Citigroup Inc
DECREASED2332,087-1,854-89%$89.9K$10.0K-$79.9K2026-11-04
Gamma Investing LLC
INCREASED18930+159+530%$1.3K$8.1K+$6.8K2026-10-08
Blue Trust, Inc.
UNCHANGED15715700%$6.8K$6.7K-$362026-10-15
Sterling Capital Management LLC
DECREASED8991-2-2%$3.9K$3.8K-$1062026-10-22
Farther Finance Advisors, LLC
INCREASED8580+5+6%$3.4K$3.6K+$1952026-10-08
IFP Advisors, Inc
INCREASED5339+14+36%$1.7K$2.3K+$5912026-10-16
Essential Partners LLC
DECREASED3941-2-5%$1.8K$1.7K-$952026-10-14
SJS Investment Consulting Inc.
INCREASED351+34+3400%$44$1.5K+$1.5K2026-10-26
Allworth Financial LP
UNCHANGED343400%$1.5K$1.5K$02026-11-06
EverSource Wealth Advisors, LLC
DECREASED1417-3-18%$732$600-$1322026-11-04
Root Financial Partners, LLC
NEW11—+11——$471—2026-10-21
GK Wealth Management LLC
NEW4—+4——$154—2026-10-09
Nisa Investment Advisors, LLC
NEW3—+3——$129—2026-10-20
Provenance Wealth Advisors, LLC
NEW3—+3——$129—2026-10-30
Fortitude Family Office, LLC
UNCHANGED1100%$43$43$02026-10-14
Thrivent Financial for Lutherans
CLOSED06,114-6,114-100%$263.0K$0-$263.0K2026-11-05
Salem Investment Counselors Inc
CLOSED01,650-1,650-100%$71.1K$0-$71.1K2026-10-13
Wellington Management Group LLP
N/A—416,584-416,584-100%$18.0M———
BlackRock, Inc.
N/A—311,532-311,532-100%$13.4M———
Gendell Jeffrey L
N/A—217,763-217,763-100%$9.4M———
Vanguard Capital Management LLC
N/A—199,237-199,237-100%$8.6M———
Bridgeway Capital Management, LLC
N/A—83,863-83,863-100%$3.6M———
American Century Companies Inc
N/A—77,656-77,656-100%$3.3M———
Arrowstreet Capital, Limited Partnership
N/A—77,089-77,089-100%$3.3M———
State Street Corp
N/A—64,326-64,326-100%$2.8M———
Maltese Capital Management LLC
N/A—55,000-55,000-100%$2.4M———
Citadel Advisors LLC
N/A—41,794-41,794-100%$1.8M———
Northern Trust Corp
N/A—39,453-39,453-100%$1.7M———
Empowered Funds, LLC
N/A—38,000-38,000-100%$1.6M———
Acadian Asset Management LLC
N/A—37,313-37,313-100%$1.6M———
Pinnacle Holdings, LLC
N/A—34,889-34,889-100%$1.5M———
Renaissance Technologies LLC
N/A—32,807-32,807-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—31,673-31,673-100%$1.4M———
Vanguard Portfolio Management LLC
N/A—30,542-30,542-100%$1.3M———
Martingale Asset Management L P
N/A—29,124-29,124-100%$1.3M———
UBS Group AG
N/A—28,953-28,953-100%$1.2M———
HoldCo Asset Management, LPA
N/A—25,284-25,284-100%$1.1M———
Nuveen, LLC
N/A—24,606-24,606-100%$1.1M———
Panagora Asset Management Inc
N/A—22,849-22,849-100%$984.6K———
De Lisle Partners LLP
N/A—21,461-21,461-100%$924.8K———
HRT Financial LP
N/A—19,298-19,298-100%$831.0K———
Trexquant Investment LP
N/A—17,941-17,941-100%$773.1K———
Goldman Sachs Group Inc
N/A—16,126-16,126-100%$694.9K———
AQR Capital Management LLC
N/A—14,716-14,716-100%$634.1K———
Morgan Stanley
N/A—13,372-13,372-100%$576.2K———
Charles Schwab Investment Management Inc
N/A—12,896-12,896-100%$555.7K———
SG Americas Securities, LLC
N/A—12,048-12,048-100%$519.0K———
LOS Angeles Capital Management LLC
N/A—10,222-10,222-100%$440.5K———
XTX Topco Ltd
N/A—9,172-9,172-100%$395.2K———
O'shaughnessy Asset Management, LLC
N/A—8,947-8,947-100%$385.5K———
Occudo Quantitative Strategies LP
N/A—6,954-6,954-100%$299.6K———
HSBC Holdings PLC
N/A—6,673-6,673-100%$287.4K———
First Trust Advisors LP
N/A—5,814-5,814-100%$250.5K———
Jump Financial, LLC
N/A—5,700-5,700-100%$245.6K———
Point72 Asset Management, L.P.
N/A—5,647-5,647-100%$243.3K———
Rhumbline Advisers
N/A—5,362-5,362-100%$231.0K———
GTS Securities LLC
N/A—5,085-5,085-100%$219.1K———
Algert Global LLC
N/A—4,660-4,660-100%$200.8K———
FMR LLC
N/A—4,392-4,392-100%$189.3K———
Wells Fargo & Company
N/A—3,793-3,793-100%$163.5K———
MetLife Investment Management, LLC
N/A—2,412-2,412-100%$103.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,086-2,086-100%$89.9K———
New York State Common Retirement Fund
N/A—2,000-2,000-100%$86.2K———
JPMorgan Chase & Co
N/A—1,883-1,883-100%$81.6K———
Vanguard Global Advisers, LLC
N/A—1,610-1,610-100%$69.4K———
BNP Paribas Financial Markets
N/A—1,067-1,067-100%$46.0K———
Police & Firemen's Retirement System of New Jersey
N/A—996-996-100%$42.9K———
Tower Research Capital LLC (TRC)
N/A—647-647-100%$27.9K———
Ameritas Investment Partners, Inc.
N/A—446-446-100%$19.2K———
UBS Asset Management Americas LLC
N/A—422-422-100%$18.2K———
Legal & General Group Plc
N/A—396-396-100%$17.1K———
Royal Bank of Canada
N/A—141-141-100%$6.0K———
Arax Advisory Partners
N/A—108-108-100%$4.7K———
California State Teachers Retirement System
N/A—59-59-100%$2.5K———
Quarry LP
N/A—29-29-100%$1.3K———
Rothschild Investment LLC
N/A—12-12-100%$517———
Basecamp Wealth Advisors LLC
N/A—8-8-100%$345———
Showing 92 of 92 institutions