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Carter Bankshares Inc (CARE)

CUSIP: 146103106 | NYSE | Financial Services · Banks - Regional | Small Cap | 278 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFourthstone LLC
with Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP
1000.0%Newly reportedJun 30, 20261,502,119 sh (Mar 31, 2026)
13G/AFourthstone LLC100
0.0% of class · Jun 30, 2026Newly reported
with Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP
1,502,119 sh (Mar 31, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,364,215
0.0% of portfolio›$40.8M
Geode Capital Management, LLC866,516
0.0% of portfolio›$25.9M
Russell Investments Group, Ltd.125,311
0.0% of portfolio›$3.7M
Creative Planning107,321
0.0% of portfolio›$3.2M
Principal Financial Group Inc103,929
0.0% of portfolio›$3.1M
Citigroup Inc93,813
0.0% of portfolio›$2.8M
Bank of New York Mellon Corp72,365
0.0% of portfolio›$2.2M
Y-Intercept (Hong Kong) Ltd35,110
0.0% of portfolio›$1.0M
Ritholtz Wealth Management30,537
0.0% of portfolio›$912.8K
SummerHaven Investment Management, LLC28,087
0.5% of portfolio›$839.5K
Allspring Global Investments Holdings, LLC27,827
0.0% of portfolio›$844.8K
Richard Young Associates, Ltd.24,099
0.5% of portfolio›$720.3K
Barclays PLC20,135
0.0% of portfolio›$601.8K
Deutsche Bank Ag\19,641
0.0% of portfolio›$587.1K
Alps Advisors Inc18,640
0.0% of portfolio›$557.2K
Retirement Planning Group, LLC15,044
0.0% of portfolio›$449.7K
LightSquare Wealth Management, LLC14,279
0.3% of portfolio›$426.8K
Truist Financial Corp12,855
0.0% of portfolio›$384.2K
LPL Financial LLC11,878
0.0% of portfolio›$355.0K
Partners in Financial Planning11,702
0.1% of portfolio›$349.8K
Cambridge Investment Research Advisors, Inc.8,631
0.0% of portfolio›$258.0K
Allegheny Financial Group7,155
0.0% of portfolio›$213.9K
Salomon & Ludwin, LLC4,365
0.0% of portfolio›$130.5K
State of Alaska, Department of Revenue3,233
0.0% of portfolio›$96.0K
Harbor Capital Advisors, Inc.2,315
0.0% of portfolio›$69.0K
PNC Financial Services Group, Inc.1,637
0.0% of portfolio›$48.9K
Pinnacle Wealth Planning Services, Inc.1,548
0.0% of portfolio›$46.3K
Larson Financial Group LLC1,269
0.0% of portfolio›$37.9K
Caitong International Asset Management Co., Ltd1,263
0.0% of portfolio›$37.8K
Allworth Financial LP1,211
0.0% of portfolio›$41.2K
Versant Capital Management, Inc742
0.0% of portfolio›$22.2K
Nisa Investment Advisors, LLC576
0.0% of portfolio›$17.2K
Gamma Investing LLC561
0.0% of portfolio›$16.8K
Sterling Capital Management LLC484
0.0% of portfolio›$14.5K
Signaturefd, LLC391
0.0% of portfolio›$11.7K
US Bancorp \de\375
0.0% of portfolio›$11.2K
EverSource Wealth Advisors, LLC355
0.0% of portfolio›$10.6K
SJS Investment Consulting Inc.241
0.0% of portfolio›$7.2K
Farther Finance Advisors, LLC221
0.0% of portfolio›$6.6K
Fortitude Family Office, LLC183
0.0% of portfolio›$5.5K
Physician Wealth Advisors, Inc.148
0.0% of portfolio›$4.4K
North Star Investment Management Corp.145
0.0% of portfolio›$4.3K
Root Financial Partners, LLC105
0.0% of portfolio›$3.1K
Torren Management, LLC103
0.0% of portfolio›$3.1K
Essential Partners LLC99
0.0% of portfolio›$3.0K
True Wealth Design, LLC88
0.0% of portfolio›$2.6K
WPG Advisers, LLC72
0.0% of portfolio›$2.2K
Parkside Financial Bank & Trust65
0.0% of portfolio›$1.9K
Parallel Advisors, LLC55
0.0% of portfolio›$1.6K
IFP Advisors, Inc45
0.0% of portfolio›$1.3K
Covestor Ltd38
0.0% of portfolio›$1
Silver Grove Financial Group, Inc.32
0.0% of portfolio›$958
Zions Bancorporation, National Association27
0.0% of portfolio›$807
Clearstead Advisors, LLC5
0.0% of portfolio›$150
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,364,215$40.8M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
866,516$25.9M0.0%IndexVery LowBoston, MA2026-11-06
Russell Investments Group, Ltd.
125,311$3.7M0.0%CoreLowSeattle, WA2026-11-06
Creative Planning
107,321$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
103,929$3.1M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
93,813$2.8M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
72,365$2.2M0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
35,110$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Ritholtz Wealth Management
30,537$912.8K0.0%IndexLowNew York, NY2026-11-05
SummerHaven Investment Management, LLC
28,087$839.5K0.5%Deep ValueHighStamford, CT2026-10-19
Allspring Global Investments Holdings, LLC
27,827$844.8K0.0%CoreMediumCharlotte, NC2026-11-04
Richard Young Associates, Ltd.
24,099$720.3K0.5%ETFVery LowAugusta, GA2026-11-03
Barclays PLC
20,135$601.8K0.0%CoreMediumLondon, United Kingdom2026-11-06
Deutsche Bank Ag\
19,641$587.1K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Alps Advisors Inc
18,640$557.2K0.0%YieldLowDenver, CO2026-11-03
Retirement Planning Group, LLC
15,044$449.7K0.0%ETFVery LowLeawood, KS2026-10-19
LightSquare Wealth Management, LLC
14,279$426.8K0.3%ETFN/ABingham Farms, MI2026-11-03
Truist Financial Corp
12,855$384.2K0.0%CoreLowCharlotte, NC2026-10-30
LPL Financial LLC
11,878$355.0K0.0%IndexVery LowFort Mill, SC2026-11-06
Partners in Financial Planning
11,702$349.8K0.1%ETFVery LowSalem, VA2026-11-06
Cambridge Investment Research Advisors, Inc.
8,631$258.0K0.0%ETFLowFairfield, IA2026-11-02
Allegheny Financial Group
7,155$213.9K0.0%CoreLowPittsburgh, PA2026-11-05
Salomon & Ludwin, LLC
4,365$130.5K0.0%ETFVery LowRichmond, VA2026-10-29
State of Alaska, Department of Revenue
3,233$96.0K0.0%CoreVery LowJuneau, AK2026-10-15
Harbor Capital Advisors, Inc.
2,315$69.0K0.0%ValueHighChicago, IL2026-10-22
PNC Financial Services Group, Inc.
1,637$48.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Pinnacle Wealth Planning Services, Inc.
1,548$46.3K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
1,269$37.9K0.0%GrowthLowSt Louis, MO2026-11-05
Caitong International Asset Management Co., Ltd
1,263$37.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Allworth Financial LP
1,211$41.2K0.0%IndexLowFolsom, CA2026-11-06
Versant Capital Management, Inc
742$22.2K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
576$17.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
561$16.8K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
484$14.5K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
391$11.7K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
375$11.2K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
355$10.6K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
241$7.2K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
221$6.6K0.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
183$5.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Physician Wealth Advisors, Inc.
148$4.4K0.0%ETFMediumMidvale, UT2026-10-20
North Star Investment Management Corp.
145$4.3K0.0%CoreLowChicago, IL2026-10-27
Root Financial Partners, LLC
105$3.1K0.0%ETFMediumEncinitas, CA2026-10-21
Torren Management, LLC
103$3.1K0.0%ETFMediumSan Diego, CA2026-10-29
Essential Partners LLC
99$3.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
88$2.6K0.0%ETFMediumAkron, OH2026-10-13
WPG Advisers, LLC
72$2.2K0.0%CoreLowBaltimore, MD2026-10-27
Parkside Financial Bank & Trust
65$1.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
55$1.6K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
45$1.3K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
38$10.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
32$9580.0%CoreMediumOrchard Park, NY2026-11-05
Zions Bancorporation, National Association
27$8070.0%CoreMediumSalt Lake City, UT2026-11-06
Clearstead Advisors, LLC
5$1500.0%ETFLowCleveland, OH2026-11-06