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Flywheel Private Wealth’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Flywheel Private Wealth’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 		$336K Hold
7,790
– – 0.17% 66
2026
Q1 		$305K Buy
+7,790
New +$293K 0.17% 74

Other funds holding PEBK

Wellington Management Group
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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
BCM
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 $3.37T AUM 44.26% 1-Year Est. Return

Flywheel Private Wealth's PEBK Position: Q2 2026 in Review

Flywheel Private Wealth held its Peoples Bancorp of North Carolina (PEBK) position steady in Q2 2026 at 7,790 shares worth $336K. The position accounts for 0.17% of the portfolio, ranked #66.

Flywheel Private Wealth first reported a position in PEBK in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

  • Flywheel Private Wealth held 7,790 shares of Peoples Bancorp of North Carolina worth $336K as of Q2 2026.
  • Flywheel Private Wealth left its Peoples Bancorp of North Carolina share count unchanged in Q2 2026.
  • Peoples Bancorp of North Carolina made up 0.17% of Flywheel Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Flywheel Private Wealth first reported a position in Peoples Bancorp of North Carolina in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.