Raymond James Financial
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Raymond James Financial’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-2,195
Closed -$63.3K – 6235
2025
Q2 		$63.3K Buy
+2,195
New +$60.9K ﹤0.01% 5085

Other funds holding PEBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Raymond James Financial's PEBK Position: Q3 2025 in Review

Raymond James Financial sold out of Peoples Bancorp of North Carolina (PEBK) in Q3 2025, closing a stake of 2,195 shares — an estimated $63.3K sold.

Raymond James Financial first reported a position in PEBK in Q2 2025 and held it in 1 quarter. The position peaked at $63.3K in Q2 2025. 69 funds tracked by Wall St. Rank hold PEBK as of Q3 2025.

  • Raymond James Financial reported no remaining Peoples Bancorp of North Carolina position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,195 Peoples Bancorp of North Carolina shares in Q3 2025, an estimated $63.3K.
  • Raymond James Financial first reported a position in Peoples Bancorp of North Carolina in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Peoples Bancorp of North Carolina position peaked at $63.3K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.