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Cornerstone Planning Group’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-33
Closed -$954 – 1651
2024
Q4 		$954 Hold
33
– – ﹤0.01% 965
2024
Q3 		$858 Buy
+33
New +$951 ﹤0.01% 967

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cornerstone Planning Group's PEBK Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Peoples Bancorp of North Carolina (PEBK) in Q1 2025, closing a stake of 33 shares — an estimated $954 sold.

Cornerstone Planning Group first reported a position in PEBK in Q3 2024 and held it in 2 quarters. The position peaked at $954 in Q4 2024. 60 funds tracked by Wall St. Rank hold PEBK as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Peoples Bancorp of North Carolina position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 33 Peoples Bancorp of North Carolina shares in Q1 2025, an estimated $954.
  • Cornerstone Planning Group first reported a position in Peoples Bancorp of North Carolina in Q3 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Peoples Bancorp of North Carolina position peaked at $954 in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.