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Coldstream Capital Management’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-506
Closed -$13.8K – 2695
2025
Q1 		$13.8K Buy
+506
New +$14.4K ﹤0.01% 2258

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 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
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Coldstream Capital Management's PEBK Position: Q2 2025 in Review

Coldstream Capital Management sold out of Peoples Bancorp of North Carolina (PEBK) in Q2 2025, closing a stake of 506 shares — an estimated $13.8K sold.

Coldstream Capital Management first reported a position in PEBK in Q1 2025 and held it in 1 quarter. The position peaked at $13.8K in Q1 2025. 65 funds tracked by Wall St. Rank hold PEBK as of Q2 2025.

  • Coldstream Capital Management reported no remaining Peoples Bancorp of North Carolina position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 506 Peoples Bancorp of North Carolina shares in Q2 2025, an estimated $13.8K.
  • Coldstream Capital Management first reported a position in Peoples Bancorp of North Carolina in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Peoples Bancorp of North Carolina position peaked at $13.8K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.