Wellington Management Group
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Wellington Management Group’s Peoples Bancorp of North Carolina PEBK Stock Holding History

Wellington Management Group’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 		$18M Sell
416,584
-2,024
-0.5% -$84K ﹤0.01% 1109
2026
Q1 		$16.4M Sell
418,608
-68,835
-14% -$2.59M ﹤0.01% 1088
2025
Q4 		$17.6M Sell
487,443
-5,835
-1% -$188K ﹤0.01% 1082
2025
Q3 		$15.1M Sell
493,278
-9,846
-2% -$297K ﹤0.01% 1134
2025
Q2 		$14.5M Hold
503,124
– – ﹤0.01% 1086
2025
Q1 		$13.7M Buy
503,124
+76,231
+18% +$2.17M ﹤0.01% 1102
2024
Q4 		$13.3M Buy
426,893
+366,459
+606% +$10.5M ﹤0.01% 1111
2024
Q3 		$1.53M Hold
60,434
– – ﹤0.01% 1619
2024
Q2 		$1.76M Hold
60,434
– – ﹤0.01% 1548
2024
Q1 		$1.68M Sell
60,434
-10,834
-15% -$301K ﹤0.01% 1556
2023
Q4 		$2.15M Hold
71,268
– – ﹤0.01% 1477
2023
Q3 		$1.6M Hold
71,268
– – ﹤0.01% 1514
2023
Q2 		$1.3M Sell
71,268
-18,576
-21% -$423K ﹤0.01% 1562
2023
Q1 		$2.85M Sell
89,844
-15,575
-15% -$511K ﹤0.01% 1417
2022
Q4 		$3.43M Hold
105,419
– – ﹤0.01% 1370
2022
Q3 		$2.61M Sell
105,419
-643
-0.6% -$16.9K ﹤0.01% 1459
2022
Q2 		$2.88M Sell
106,062
-1,205
-1% -$32.6K ﹤0.01% 1466
2022
Q1 		$3.08M Sell
107,267
-14,285
-12% -$405K ﹤0.01% 1511
2021
Q4 		$3.35M Sell
121,552
-26,758
-18% -$755K ﹤0.01% 1562
2021
Q3 		$4.21M Buy
+148,310
New +$4.1M ﹤0.01% 1544

Other funds holding PEBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Wellington Management Group's PEBK Position: Q2 2026 in Review

Wellington Management Group reduced its Peoples Bancorp of North Carolina (PEBK) stake by 0.48% in Q2 2026, selling an estimated $84K and leaving 416,584 shares worth $18M. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Wellington Management Group first reported a position in PEBK in Q3 2021 and has held it in 20 quarters since. 85 funds tracked by Wall St. Rank hold PEBK as of Q2 2026.

  • Wellington Management Group held 416,584 shares of Peoples Bancorp of North Carolina worth $18M as of Q2 2026.
  • Wellington Management Group sold 2,024 Peoples Bancorp of North Carolina shares in Q2 2026, an estimated $84K.
  • Peoples Bancorp of North Carolina made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1109 holding.
  • Wellington Management Group first reported a position in Peoples Bancorp of North Carolina in Q3 2021 and has held it in 20 quarters since.
  • 85 funds tracked by Wall St. Rank held Peoples Bancorp of North Carolina as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.