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 Q1	$235	Buy	+6	New	+$226	﹤0.01%	3112

Other funds holding PEBK

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's PEBK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Peoples Bancorp of North Carolina (PEBK) in Q1 2026: 6 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #3112 among its holdings.

82 funds tracked by Wall St. Rank hold PEBK as of Q1 2026.

Root Financial Partners held 6 shares of Peoples Bancorp of North Carolina worth $235 as of Q1 2026.
Peoples Bancorp of North Carolina was a new Root Financial Partners position in Q1 2026.
Peoples Bancorp of North Carolina made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3112 holding.
82 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.