Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Carson Wealth (CWM LLC)’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 		$25.5K Sell
652
-6
-0.9% -$226 ﹤0.01% 4273
2025
Q4 		$24K Sell
658
-51
-7% -$1.64K ﹤0.01% 4071
2025
Q3 		$22K Buy
709
+105
+17% +$3.17K ﹤0.01% 4075
2025
Q2 		$17K Sell
604
-22
-4% -$610 ﹤0.01% 4011
2025
Q1 		$17K Buy
626
+149
+31% +$4.23K ﹤0.01% 3810
2024
Q4 		$15K Sell
477
-44
-8% -$1.26K ﹤0.01% 3634
2024
Q3 		$13K Buy
+521
New +$15K ﹤0.01% 3639

Other funds holding PEBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PEBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Peoples Bancorp of North Carolina (PEBK) stake by 0.91% in Q1 2026, selling an estimated $226 and leaving 652 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4273.

Carson Wealth (CWM LLC) first reported a position in PEBK in Q3 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold PEBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 652 shares of Peoples Bancorp of North Carolina worth $25.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 Peoples Bancorp of North Carolina shares in Q1 2026, an estimated $226.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4273 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peoples Bancorp of North Carolina in Q3 2024 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.