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O'Shaughnessy Asset Management’s Peoples Bancorp of North Carolina PEBK Stock Holding History

O'Shaughnessy Asset Management’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 		$386K Buy
8,947
+1,532
+21% +$63.6K ﹤0.01% 1720
2026
Q1 		$290K Sell
7,415
-983
-12% -$37K ﹤0.01% 1795
2025
Q4 		$304K Buy
+8,398
New +$270K ﹤0.01% 1767
2025
Q3 		– Sell
-9,014
Closed -$260K – 2631
2025
Q2 		$260K Sell
9,014
-685
-7% -$19K ﹤0.01% 1701
2025
Q1 		$264K Buy
9,699
+91
+0.9% +$2.58K ﹤0.01% 1657
2024
Q4 		$300K Buy
9,608
+26
+0.3% +$743 ﹤0.01% 1529
2024
Q3 		$238K Buy
+9,582
New +$276K ﹤0.01% 1589
2021
Q4 		– Sell
-39
Closed -$1K – 2122
2021
Q3 		$1K Buy
+39
New +$1.08K ﹤0.01% 2616
2020
Q2 		– Sell
-1,154
Closed -$23K – 1852
2020
Q1 		$23K Sell
1,154
-2,641
-70% -$70.9K ﹤0.01% 919
2019
Q4 		$125K Sell
3,795
-1,557
-29% -$47.5K ﹤0.01% 737
2019
Q3 		$159K Buy
5,352
+167
+3% +$4.66K ﹤0.01% 566
2019
Q2 		$156K Buy
5,185
+1,821
+54% +$50.3K ﹤0.01% 573
2019
Q1 		$89K Buy
3,364
+1,927
+134% +$52.3K ﹤0.01% 661
2018
Q4 		$35K Buy
+1,437
New +$39.5K ﹤0.01% 733
2018
Q3 		– Sell
-6,197
Closed -$198K – 951
2018
Q2 		$198K Sell
6,197
-3,886
-39% -$122K ﹤0.01% 544
2018
Q1 		$310K Sell
10,083
-565
-5% -$17K 0.01% 431
2017
Q4 		$327K Buy
10,648
+1,278
+14% +$40.1K 0.01% 450
2017
Q3 		$303K Buy
9,370
+3,955
+73% +$114K 0.01% 447
2017
Q2 		$156K Buy
+5,415
New +$144K ﹤0.01% 561

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
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

O'Shaughnessy Asset Management's PEBK Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Peoples Bancorp of North Carolina (PEBK) stake by 21% in Q2 2026, buying an estimated $63.6K and bringing the position to 8,947 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

O'Shaughnessy Asset Management first reported a position in PEBK in Q2 2017 and has held it in 19 quarters since. 85 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

  • O'Shaughnessy Asset Management held 8,947 shares of Peoples Bancorp of North Carolina worth $386K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 1,532 Peoples Bancorp of North Carolina shares in Q2 2026, an estimated $63.6K.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1720 holding.
  • O'Shaughnessy Asset Management first reported a position in Peoples Bancorp of North Carolina in Q2 2017 and has held it in 19 quarters since.
  • 85 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.