EverSource Wealth Advisors
PEBK icon

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

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
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 85 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.
  • 85 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.