Integrated Wealth Concepts’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Integrated Wealth Concepts’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	$2.02K	Buy	+47	New	+$1.95K	﹤0.01%	5351

Other funds holding PEBK

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's PEBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Peoples Bancorp of North Carolina (PEBK) in Q2 2026: 47 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #5351 among its holdings.

86 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

Integrated Wealth Concepts held 47 shares of Peoples Bancorp of North Carolina worth $2.02K as of Q2 2026.
Peoples Bancorp of North Carolina was a new Integrated Wealth Concepts position in Q2 2026.
Peoples Bancorp of North Carolina made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5351 holding.
86 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.