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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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's PEBK Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Peoples Bancorp of North Carolina (PEBK) stake by 20% in Q1 2026, buying an estimated $44.5K and bringing the position to 7,136 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Ritholtz Wealth Management first reported a position in PEBK in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold PEBK as of Q1 2026.

  • Ritholtz Wealth Management held 7,136 shares of Peoples Bancorp of North Carolina worth $279K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,184 Peoples Bancorp of North Carolina shares in Q1 2026, an estimated $44.5K.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1006 holding.
  • Ritholtz Wealth Management first reported a position in Peoples Bancorp of North Carolina in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.