Peoples Bancorp of North Carolina Ownership | Who Owns Peoples Bancorp of North Carolina?
Peoples Bancorp of North Carolina Ownership Summary
Peoples Bancorp of North Carolina is owned by 43.25% institutional investors, 23.78% insiders, and 32.98% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.06% of PEBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.19% of its assets in Peoples Bancorp of North Carolina shares.
PEBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Peoples Bancorp of North Carolina | 43.25% | 23.78% | 32.98% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 426.89K | 8.06% | $13.34M |
| Blackrock funding, inc. /de | 320.23K | 6.04% | $9.24M |
| Vanguard group | 274.35K | 5.18% | $8.57M |
| Blackrock | 251.27K | 4.72% | $7.34M |
| Gendell jeffrey l | 217.76K | 4.11% | $6.28M |
| Dimensional fund advisors lp | 152.28K | 2.88% | $4.76M |
| Geode capital management | 101.56K | 1.92% | $3.17M |
| Bridgeway capital management | 82.11K | 1.55% | $2.57M |
| Fourthstone | 61.24K | 1.16% | $1.91M |
| Arrowstreet capital, limited partnership | 61.02K | 1.15% | $1.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 61.24K | 0.37% | $1.91M |
| Pinnacle | 34.89K | 0.36% | $1.01M |
| Maltese capital management | 45.00K | 0.18% | $1.30M |
| Gendell jeffrey l | 217.76K | 0.17% | $6.28M |
| Holdco asset management, lp | 25.28K | 0.11% | $729.44M |
| De lisle partners llp | 21.46K | 0.09% | $619.15K |
| Bridgeway capital management | 82.11K | 0.06% | $2.57M |
| Amg national trust bank | 33.74K | 0.03% | $973.54K |
| Empowered funds | 34.08K | 0.01% | $983.27K |
| State of wyoming | 1.07K | 0.00% | $33.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 426.89K | 0.00% | 366.46K |
| Blackrock | 251.27K | 0.00% | 200.78K |
| Fourthstone | 61.24K | 0.37% | 41.07K |
| Holdco asset management, lp | 25.28K | 0.11% | 25.28K |
| Invesco | 9.73K | 0.00% | 9.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strategic value bank partners | - | - | -272.09K |
| Susquehanna group, llp | - | - | -31.59K |
| Millennium management | - | - | -23.92K |
| Kennedy capital management | - | - | -19.92K |
| Blackrock funding, inc. /de | 320.23K | 0.00% | -17.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Holdco asset management, lp | 25.28K | 0.11% | 25.28K | $729.44M |
| Invesco | 9.73K | 0.00% | 9.73K | $284.26K |
| Nuveen asset management | 8.88K | 0.00% | 8.88K | $277.38K |
| Deutsche bank ag\ | 2.61K | - | 2.61K | $81.53K |
| Farther finance advisors | 2.42K | 0.00% | 2.42K | $69.82K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -18.00 |
| Cornerstone planning group | -33.00 |
| Capital performance advisors llp | -33.00 |
| Covestor | -52.00 |
| Concourse financial group securities | -94.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 63 | 5.00% | 2,293,630 | -2.74% | 43 | 2.18% | 28 | 47.37% | 20 | -25.93% |
| Mar 31, 2025 | 60 | 1.69% | 2,358,127 | 4.77% | 44 | 2.46% | 19 | -40.63% | 27 | 92.86% |
| Dec 31, 2024 | 25 | -58.33% | 1,283,106 | -43.13% | 24 | 1.33% | 13 | -67.50% | 6 | -33.33% |
| Sep 30, 2024 | 60 | 33.33% | 2,256,341 | 1.08% | 42 | 2.42% | 40 | 29.03% | 9 | 50.00% |
| Jun 30, 2024 | 45 | 21.62% | 2,232,224 | 8.84% | 41 | 2.82% | 31 | 106.67% | 6 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 169.37K | 3.19% | -3.73K |
| Vanguard US Total Market Shares ETF | 172.51K | 3.16% | - |
| iShares Russell 2000 ETF | 118.80K | 2.24% | -2.21K |
| Vanguard Institutional Extnd Mkt Idx Tr | 45.71K | 0.86% | -20.83K |
| Fidelity Small Cap Index | 43.98K | 0.83% | -469.00 |
| iShares Russell 2000 Value ETF | 38.44K | 0.72% | 29.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 34.08K | 0.64% | - |
| Fidelity Extended Market Index | 26.30K | 0.50% | -69.00 |
| Bridgeway Omni Small-Cap Value N | 25.62K | 0.48% | - |
| Bridgeway Omni Small-Cap Value | 25.62K | 0.48% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 03, 2025 | ABERNETHY JAMES S | - | Sell | $18.61K |
| Aug 25, 2025 | ABERNETHY JAMES S | - | Sell | $18.69K |
| Aug 04, 2025 | ABERNETHY JAMES S | - | Sell | $16.81K |
| Jul 31, 2025 | ABERNETHY JAMES S | - | Sell | $17.15K |
| May 23, 2025 | ABERNETHY JAMES S | - | Sell | $14.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 5 |
PEBK Ownership FAQ
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