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

IFP 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
Q3 		$2.27K Buy
53
+14
+36% +$608 ﹤0.01% 4170
2026
Q2 		$1.68K Buy
39
+38
+3,800% +$1.58K ﹤0.01% 4310
2026
Q1 		$39 Hold
1
– – ﹤0.01% 4858
2025
Q4 		$36 Sell
1
-1
-50% -$32 ﹤0.01% 4740
2025
Q3 		$61 Buy
+2
New +$60 ﹤0.01% 4627

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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's PEBK Position: Q3 2026 in Review

IFP Advisors increased its Peoples Bancorp of North Carolina (PEBK) stake by 36% in Q3 2026, buying an estimated $608 and bringing the position to 53 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

IFP Advisors first reported a position in PEBK in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold PEBK as of Q3 2026.

  • IFP Advisors held 53 shares of Peoples Bancorp of North Carolina worth $2.27K as of Q3 2026.
  • IFP Advisors bought 14 Peoples Bancorp of North Carolina shares in Q3 2026, an estimated $608.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4170 holding.
  • IFP Advisors first reported a position in Peoples Bancorp of North Carolina in Q3 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.