Carter Bankshares, Inc.

Historical 13F Holders

Symbol
CARE
CUSIP
146103106
All holders as of
Q2 2026
Type
Equity
Class
COM NEW
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 146103106 since 12/18/2024, newest first.

Filer % of Class Filed
Dimensional Fund Advisors LP 13G/A Amendment 1 6.2% 10/8/2026
Event 9/30/2026
Fourthstone LLC 13G/A Amendment 2
0% 8/14/2026
Event 6/30/2026
Vanguard Capital Management LLC 13G/A Amendment 1 4.95% 7/31/2026
Event 6/30/2026
Fourthstone LLC 13G/A Amendment 1
6.8% 5/15/2026
Event 3/31/2026
Vanguard Capital Management LLC 13G 5.1% 4/29/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 2 0% 3/26/2026
Event 3/13/2026
Fourthstone LLC 13G
5.6% 2/13/2026
Event 12/31/2025
Dimensional Fund Advisors LP 13G 5.1% 1/21/2026
Event 12/31/2025
AllianceBernstein L.P. 13G/A Amendment 4 3.9% 11/15/2024
Event 9/30/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 1.52 k $45.6 k
2026 Q2 165 14.5 M $494 M
2026 Q1 127 12.7 M $296 M
2025 Q4 123 11.7 M $229 M
2025 Q3 126 11.6 M $225 M
2025 Q2 119 11.3 M $196 M
2025 Q1 117 11.3 M $179 M
2024 Q4 111 11.1 M $194 M
2024 Q3 99 10.5 M $182 M
2024 Q2 91 9.89 M $150 M
2024 Q1 88 10.0 M $126 M
2023 Q4 85 9.76 M $146 M
2023 Q3 91 9.40 M $118 M
2023 Q2 103 9.50 M $141 M
2023 Q1 96 9.46 M $132 M
2022 Q4 93 9.78 M $162 M
2022 Q3 90 9.00 M $145 M
2022 Q2 84 8.70 M $115 M
2022 Q1 82 9.00 M $156 M
2021 Q4 79 9.56 M $147 M
2021 Q3 73 9.21 M $131 M
2021 Q2 80 9.28 M $115 M
2021 Q1 74 8.72 M $121 M
2020 Q4 67 8.24 M $92.9 M