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Clearstead Advisors’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-6
Closed -$184 – 3133
2025
Q3 		$184 Hold
6
– – ﹤0.01% 2872
2025
Q2 		$174 Buy
+6
New +$166 ﹤0.01% 2575

Other funds holding PEBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clearstead Advisors's PEBK Position: Q4 2025 in Review

Clearstead Advisors sold out of Peoples Bancorp of North Carolina (PEBK) in Q4 2025, closing a stake of 6 shares — an estimated $184 sold.

Clearstead Advisors first reported a position in PEBK in Q2 2025 and held it in 2 quarters. The position peaked at $184 in Q3 2025. 70 funds tracked by Wall St. Rank hold PEBK as of Q4 2025.

  • Clearstead Advisors reported no remaining Peoples Bancorp of North Carolina position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 6 Peoples Bancorp of North Carolina shares in Q4 2025, an estimated $184.
  • Clearstead Advisors first reported a position in Peoples Bancorp of North Carolina in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Peoples Bancorp of North Carolina position peaked at $184 in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.