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Ritholtz Wealth Management’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Ritholtz Wealth 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 		$314K Buy
7,296
+160
+2% +$6.64K ﹤0.01% 1030
2026
Q1 		$279K Buy
7,136
+1,184
+20% +$44.5K ﹤0.01% 1006
2025
Q4 		$215K Buy
+5,952
New +$192K ﹤0.01% 1041

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

Ritholtz Wealth Management's PEBK Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Peoples Bancorp of North Carolina (PEBK) stake by 2.2% in Q2 2026, buying an estimated $6.64K and bringing the position to 7,296 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Ritholtz Wealth Management first reported a position in PEBK in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

  • Ritholtz Wealth Management held 7,296 shares of Peoples Bancorp of North Carolina worth $314K as of Q2 2026.
  • Ritholtz Wealth Management bought 160 Peoples Bancorp of North Carolina shares in Q2 2026, an estimated $6.64K.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1030 holding.
  • Ritholtz Wealth Management first reported a position in Peoples Bancorp of North Carolina in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.