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Allworth Financial’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Allworth Financial’s Portfolio PEBK Stock Details PEBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$196 Buy
5
+4
+400% +$150 ﹤0.01% 4923
2025
Q4 		$37 Hold
1
– – ﹤0.01% 4869
2025
Q3 		$31 Hold
1
– – ﹤0.01% 4793
2025
Q2 		$29 Buy
+1
New +$28 ﹤0.01% 4499

Other funds holding PEBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's PEBK Position: Q1 2026 in Review

Allworth Financial increased its Peoples Bancorp of North Carolina (PEBK) stake by 400% in Q1 2026, buying an estimated $150 and bringing the position to 5 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #4923.

Allworth Financial first reported a position in PEBK in Q2 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold PEBK as of Q1 2026.

  • Allworth Financial held 5 shares of Peoples Bancorp of North Carolina worth $196 as of Q1 2026.
  • Allworth Financial bought 4 Peoples Bancorp of North Carolina shares in Q1 2026, an estimated $150.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4923 holding.
  • Allworth Financial first reported a position in Peoples Bancorp of North Carolina in Q2 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.