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

EverSource Wealth 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
2026
Q2 		$732 Buy
17
+7
+70% +$291 ﹤0.01% 4055
2026
Q1 		$391 Buy
10
+3
+43% +$113 ﹤0.01% 4104
2025
Q4 		$253 Hold
7
– – ﹤0.01% 4000
2025
Q3 		$215 Buy
7
+3
+75% +$91 ﹤0.01% 4098
2025
Q2 		$115 Buy
4
+2
+100% +$55 ﹤0.01% 4114
2025
Q1 		$54 Buy
2
+1
+100% +$28 ﹤0.01% 3891
2024
Q4 		$31 Buy
+1
New +$29 ﹤0.01% 3682

Other funds holding PEBK

FPW
Flywheel Private Wealth Los Altos, California $203M AUM 30% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's PEBK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Peoples Bancorp of North Carolina (PEBK) stake by 70% in Q2 2026, buying an estimated $291 and bringing the position to 17 shares worth $732. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

EverSource Wealth Advisors first reported a position in PEBK in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

  • EverSource Wealth Advisors held 17 shares of Peoples Bancorp of North Carolina worth $732 as of Q2 2026.
  • EverSource Wealth Advisors bought 7 Peoples Bancorp of North Carolina shares in Q2 2026, an estimated $291.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4055 holding.
  • EverSource Wealth Advisors first reported a position in Peoples Bancorp of North Carolina in Q4 2024 and has held it in 7 quarters since.
  • 13 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.