Wellington Group reports 7.66% stake in Peoples Bancorp
Wellington-related investment advisers reported beneficial ownership of 418,608 shares of Peoples Bancorp of North Carolina, Inc. common stock, representing 7.66% of the class as disclosed on the cover pages with a 03/31/2026 reporting date.
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Rhea-AI Filing Summary
Wellington-related investment advisers reported beneficial ownership of 418,608 shares of Peoples Bancorp of North Carolina, Inc. common stock, representing 7.66% of the class as disclosed on the cover pages with a 03/31/2026 reporting date.
The Schedule 13G/A states these shares are owned of record by clients of the Wellington Investment Advisers and that no known client holds more than five percent individually. The filing identifies the parent and subsidiary adviser entities and lists shared voting and dispositive power across the Wellington group.
Insights
Wellington entities hold a meaningful passive stake reported at 7.66% as of 03/31/2026.
The filing shows 418,608 shares are beneficially owned by clients of Wellington Investment Advisers with shared voting and dispositive power across multiple Wellington entities. The filing is a Section 13G amendment reflecting aggregated passive ownership rather than an active acquisition.
Cash‑flow treatment and any trading intent are not stated; subsequent filings would disclose changes. Aggregate ownership is presented via parent and subsidiary adviser relationships, with clients of the advisers holding record title.
Key Figures
Key Terms
beneficially owned regulatory
parent holding company regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Wellington report in Peoples Bancorp (PEBK)?
Is Wellington acting as a passive investor or an active filer for PEBK?
Which Wellington entities are named on the PEBK filing?
Does any single Wellington client own more than 5% of PEBK according to this filing?
What dates are relevant on the Wellington Schedule 13G/A for PEBK?
AI-generated analysis. How Rhea-AI works. Not financial advice.