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Root Financial Partners’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Root Financial Partners’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 		– Sell
-6
Closed -$235 – 2377
2026
Q1 		$235 Buy
+6
New +$226 ﹤0.01% 3112

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Root Financial Partners's PEBK Position: Q2 2026 in Review

Root Financial Partners sold out of Peoples Bancorp of North Carolina (PEBK) in Q2 2026, closing a stake of 6 shares — an estimated $235 sold.

Root Financial Partners first reported a position in PEBK in Q1 2026 and held it in 1 quarter. The position peaked at $235 in Q1 2026. 85 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

  • Root Financial Partners reported no remaining Peoples Bancorp of North Carolina position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6 Peoples Bancorp of North Carolina shares in Q2 2026, an estimated $235.
  • Root Financial Partners first reported a position in Peoples Bancorp of North Carolina in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Peoples Bancorp of North Carolina position peaked at $235 in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.