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 41.97% institutional investors, 19.31% insiders, and 38.72% retail investors. Fourthstone is the largest institutional shareholder, holding 6.86% of PEBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.26% of its assets in Peoples Bancorp of North Carolina shares.
PEBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Peoples Bancorp of North Carolina | 41.97% | 19.31% | 38.72% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 364.83K | 6.86% | $10.65M |
| Strategic value bank partners | 296.55K | 5.58% | $8.66M |
| Vanguard group | 268.94K | 5.06% | $7.85M |
| Blackrock | 251.27K | 4.72% | $7.34M |
| Gendell jeffrey l | 217.76K | 4.09% | $6.36M |
| Dimensional fund advisors lp | 146.63K | 2.76% | $4.28M |
| Holdco asset management, lp | 106.05K | 1.99% | $3.10M |
| Geode capital management | 101.75K | 1.91% | $2.97M |
| Bridgeway capital management | 81.65K | 1.54% | $2.38M |
| Wellington management group llp | 60.43K | 1.14% | $1.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Holdco asset management, lp | 106.05K | 18.95% | $3.10M |
| Strategic value bank partners | 296.55K | 5.74% | $8.66M |
| Fourthstone | 364.83K | 3.39% | $10.65M |
| Pinnacle | 34.89K | 0.41% | $1.02M |
| Gendell jeffrey l | 217.76K | 0.22% | $6.36M |
| Maltese capital management | 23.25K | 0.13% | $678.75K |
| Bridgeway capital management | 81.65K | 0.06% | $2.38M |
| Amg national trust bank | 37.24K | 0.03% | $1.09M |
| Empowered funds | 28.80K | 0.01% | $841.08K |
| Kennedy capital management | 19.92K | 0.01% | $581.69K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 251.27K | 0.00% | 200.78K |
| Geode capital management | 101.75K | 0.00% | 55.63K |
| State street | 50.72K | 0.00% | 36.60K |
| Vanguard group | 268.94K | 0.00% | 22.65K |
| Goldman sachs group | 15.78K | 0.00% | 15.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 364.83K | 3.39% | -119.99K |
| Millennium management | - | - | -43.06K |
| Susquehanna group, llp | - | - | -31.59K |
| Raymond james financial services advisors | - | - | -11.20K |
| Qube research | 2.51K | 0.00% | -9.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Goldman sachs group | 15.78K | 0.00% | 15.78K | $460.75K |
| Bank of new york mellon | 13.28K | 0.00% | 13.28K | $387.63K |
| Charles schwab investment management | 12.62K | 0.00% | 12.62K | $368.36K |
| Invesco | 9.73K | 0.00% | 9.73K | $284.26K |
| Arrowstreet capital, limited partnership | 7.20K | 0.00% | 7.20K | $210.00K |
Sold Out
| Holder | Change |
|---|---|
| Macquarie group | -143.00 |
| Tower research capital llc (trc) | -486.00 |
| Jane street group | -9.01K |
| Raymond james financial services advisors | -11.20K |
| Susquehanna group, llp | -31.59K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 45 | 21.62% | 2,232,224 | 8.84% | 41 | 2.82% | 31 | 106.67% | 6 | -50.00% |
| Mar 31, 2024 | 37 | -2.63% | 2,050,927 | -1.78% | 38 | 2.60% | 15 | -16.67% | 12 | 9.09% |
| Dec 31, 2023 | 38 | 5.56% | 2,087,995 | 0.31% | 38 | 2.59% | 18 | 38.46% | 11 | -8.33% |
| Sep 30, 2023 | 36 | 5.88% | 2,081,564 | -1.26% | 38 | 2.58% | 13 | -18.75% | 12 | 33.33% |
| Jun 30, 2023 | 34 | -5.56% | 2,108,039 | -1.48% | 38 | 2.53% | 16 | 23.08% | 9 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 172.51K | 3.26% | - |
| iShares Russell 2000 ETF | 133.99K | 2.53% | -308.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 66.53K | 1.26% | - |
| Fidelity Small Cap Index | 45.25K | 0.85% | -1.92K |
| iShares Russell 2000 Value ETF | 42.86K | 0.81% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 30.62K | 0.58% | - |
| DFA US Micro Cap I | 29.49K | 0.56% | - |
| Bridgeway Omni Small-Cap Value | 27.62K | 0.52% | - |
| Bridgeway Omni Small-Cap Value N | 27.62K | 0.52% | - |
| Fidelity Extended Market Index | 27.35K | 0.52% | 865.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 08, 2024 | ABERNETHY JAMES S | - | Sell | $28.64K |
| Oct 28, 2024 | ABERNETHY JAMES S | - | Sell | $25.57K |
| Oct 28, 2024 | ABERNETHY JAMES S | - | Sell | $12.75K |
| Sep 04, 2024 | ABERNETHY JAMES S | - | Sell | $71.83K |
| Aug 30, 2024 | ABERNETHY JAMES S | - | Sell | $29.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 2 |
PEBK Ownership FAQ
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