True Wealth Design’s Peoples Bancorp of North Carolina PEBK Stock Holding History

True Wealth Design’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	-1	Closed	-$40	–	2833
2026 Q1	$40	Hold	1	–	–	﹤0.01%	2581
2025 Q4	$37	Sell	1 -1	-50%	-$32	﹤0.01%	2439
2025 Q3	$62	Buy	2 +1	+100%	+$30	﹤0.01%	2544
2025 Q2	$29	Sell	1 -5	-83%	-$139	﹤0.01%	2474
2025 Q1	$164	Buy	+6	New	+$170	﹤0.01%	2029
2024 Q4	–	Sell	-18	Closed	-$458	–	1481
2024 Q3	$458	Buy	+18	New	+$518	﹤0.01%	1114

Other funds holding PEBK

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's PEBK Position: Q2 2026 in Review

True Wealth Design sold out of Peoples Bancorp of North Carolina (PEBK) in Q2 2026, closing a stake of 1 share — an estimated $40 sold.

True Wealth Design first reported a position in PEBK in Q3 2024 and held it in 6 quarters. The position peaked at $458 in Q3 2024. 5 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

True Wealth Design reported no remaining Peoples Bancorp of North Carolina position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 1 Peoples Bancorp of North Carolina share in Q2 2026, an estimated $40.
True Wealth Design first reported a position in Peoples Bancorp of North Carolina in Q3 2024 and held it in 6 quarters.
True Wealth Design's Peoples Bancorp of North Carolina position peaked at $458 in Q3 2024.
5 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.