Ritholtz Wealth Management
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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
Q3 		$502K Buy
11,714
+4,418
+61% +$192K 0.01% 867
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flywheel Private Wealth
Flywheel Private Wealth Los Altos, California $202M AUM 19.93% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ritholtz Wealth Management's PEBK Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Peoples Bancorp of North Carolina (PEBK) stake by 61% in Q3 2026, buying an estimated $192K and bringing the position to 11,714 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #867.

Ritholtz Wealth Management first reported a position in PEBK in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold PEBK as of Q3 2026.

  • Ritholtz Wealth Management held 11,714 shares of Peoples Bancorp of North Carolina worth $502K as of Q3 2026.
  • Ritholtz Wealth Management bought 4,418 Peoples Bancorp of North Carolina shares in Q3 2026, an estimated $192K.
  • Peoples Bancorp of North Carolina made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #867 holding.
  • Ritholtz Wealth Management first reported a position in Peoples Bancorp of North Carolina in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.