STOCK TITAN

Wellington entities hold 7.66% of Peoples Bancorp (NASDAQ: PEBK)

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Form Type
SCHEDULE 13G/A

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.

Positive

  • None.

Negative

  • None.

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.

Beneficial ownership 418,608 shares reported as beneficially owned by Wellington-related advisers on cover pages
Percent of class 7.66% percent of class reported on Item 4 of the Schedule 13G/A
Reporting date 03/31/2026 date shown on the cover pages associated with the ownership figures
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 418,608.00"
parent holding company regulatory
"Wellington Management Group LLP is owner of Wellington Group Holdings LLP"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington report in Peoples Bancorp (PEBK)?

Wellington reports beneficial ownership of 418,608 shares, equal to 7.66%. The Schedule 13G/A lists this position as owned of record by clients of Wellington Investment Advisers with shared voting and dispositive power indicated on the cover pages.

Is Wellington acting as a passive investor or an active filer for PEBK?

The filing is a Schedule 13G/A, which indicates passive investor status. The amendment lists ownership on behalf of adviser clients rather than direct control actions; voting and disposition are shown as shared across Wellington entities.

Which Wellington entities are named on the PEBK filing?

The filing names Wellington Management Group LLP and related entities. It lists Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP among the parent and adviser entities that together report the aggregate beneficial ownership.

Does any single Wellington client own more than 5% of PEBK according to this filing?

No single client is identified as holding more than 5%. The Schedule states that no client is known to have the right to receive dividends or proceeds with respect to more than five percent of the class, and the percent is shown at 7.66% aggregated across adviser clients.

What dates are relevant on the Wellington Schedule 13G/A for PEBK?

The ownership figure is tied to 03/31/2026 on the cover pages; signatures are dated 05/15/2026. The filing amends prior disclosures and shows the reporting date and the later execution dates by the compliance manager.





710577107

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026