PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (PEBK)

CUSIP: 710577107

Q4 2023 13F Holders as of 31 Dec 2023

Security identity
Shares outstanding
5,436,468
Holder snapshot
Share change
+7,131
Reported price per share
$30.94
Number of holders
38
Value change
+$459,069
Number of buys
18
Number of sells
14

Security key

710577107

Report period

Q4 2023

Institutions

38

Top holders

10

Ownership snapshot

Top reported holders of PEBK - PEOPLES BANCORP OF NORTH CAROLINA INC - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Fourthstone LLC
13D/G signal
Evidence rows
15
Latest as of
30 Sep 2023
13F Lead comparable stake: 10% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
Fourthstone LLC
13F
Company
13F
10%
$12,267,095
557,722 shares
30 Sep 2023
STRATEGIC VALUE BANK PARTNERS LLC
13F
Company
13F
5.5%
$6,616,118
300,801 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
4.5%
$5,393,746
245,226 shares
30 Sep 2023
Jeffrey L. Gendell
13F
Individual
13F
4%
$4,789,697
217,763 shares
30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.7%
$3,277,214
145,796 shares
30 Sep 2023
HoldCo Asset Management, LP
13F
Company
13F
2%
$2,371,764
106,051 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
38
Shares
2,087,995
Rows available
38
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
36
Q4 2023 holders
38
Holder diff
2
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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