Bailard’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Bailard’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 Q3	$206K	Buy	+4,810	New	+$209K	﹤0.01%	715

Other funds holding PEBK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Bailard's PEBK Position: Q3 2026 in Review

Bailard opened a new position in Peoples Bancorp of North Carolina (PEBK) in Q3 2026: 4,810 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings.

9 funds tracked by Wall St. Rank hold PEBK as of Q3 2026.

Bailard held 4,810 shares of Peoples Bancorp of North Carolina worth $206K as of Q3 2026.
Peoples Bancorp of North Carolina was a new Bailard position in Q3 2026.
Peoples Bancorp of North Carolina made up ﹤0.01% of Bailard's portfolio in Q3 2026, its #715 holding.
9 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.