PEBK β€” PEOPLES BANCORP N C INC

Ownership history in FIRST TRUST ADVISORS LP  Β·  5 quarters on record

AI Ownership Summary

FIRST TRUST ADVISORS LP reported PEOPLES BANCORP N C INC (PEBK) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows PEBK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PEBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST TRUST ADVISORS LP's position in PEOPLES BANCORP N C INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PEBK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST TRUST ADVISORS LP held PEBK β€” position size vs. price
% of Fund (quarterly)    PEBK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 7,296 -14,070 -65.9% 0.00% $224K 2025-11-12 $29.43
2025 Q2 ADDED 21,366 +2,809 +15.1% 0.00% $616K 2025-08-13 $30.16
2025 Q1 REDUCED 18,557 -131 -0.7% 0.00% $505K 2025-05-14 $28.83
2024 Q4 ADDED 18,688 +2,014 +12.1% 0.00% $584K 2025-02-13 $29.12
2024 Q3 INITIATED 16,674 β€” β€” 0.00% $423K 2024-11-13 $27.95

🏒 Other funds also holding PEBK

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0%

FAQ About FIRST TRUST ADVISORS LP and PEBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST TRUST ADVISORS LP reported owning PEBK?

FIRST TRUST ADVISORS LP reported PEBK across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported PEBK position in FIRST TRUST ADVISORS LP's portfolio?

The largest reported portfolio weight for PEBK was 0.00% in 2024 Q4.

What is the latest reported PEBK position on this page?

The most recent filing on this page is 2025 Q3, when FIRST TRUST ADVISORS LP reported 7,296 shares, equal to 0.00% of portfolio, with an estimated market value of $224K.

What does the chart on this PEBK ownership page compare?

The chart compares FIRST TRUST ADVISORS LP's quarterly PEBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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