Essential Partners’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Essential Partners’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	$1.67K	Sell	39 -2	-5%	-$87	﹤0.01%	1987
2026 Q2	$1.77K	Sell	41 -20	-33%	-$830	﹤0.01%	2026
2026 Q1	$2.39K	Hold	61	–	–	﹤0.01%	1930
2025 Q4	$2.21K	Sell	61 -2	-3%	-$64	﹤0.01%	1767
2025 Q3	$1.93K	Buy	63 +29	+85%	+$876	﹤0.01%	1800
2025 Q2	$981	Buy	+34	New	+$943	﹤0.01%	1522

Other funds holding PEBK

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

Bailard Foster City, California $4.94B AUM 25.15% 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

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Essential Partners's PEBK Position: Q3 2026 in Review

Essential Partners reduced its Peoples Bancorp of North Carolina (PEBK) stake by 4.9% in Q3 2026, selling an estimated $87 and leaving 39 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Essential Partners first reported a position in PEBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.39K in Q1 2026. 10 funds tracked by Wall St. Rank hold PEBK as of Q3 2026.

Essential Partners held 39 shares of Peoples Bancorp of North Carolina worth $1.67K as of Q3 2026.
Essential Partners sold 2 Peoples Bancorp of North Carolina shares in Q3 2026, an estimated $87.
Peoples Bancorp of North Carolina made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1987 holding.
Essential Partners first reported a position in Peoples Bancorp of North Carolina in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Peoples Bancorp of North Carolina position peaked at $2.39K in Q1 2026.
10 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.