Creative Planning »

Carter Bankshares shares owned by Creative Planning

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Carter Bankshares held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carter Bankshares by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $720k 37k 19.41
2025-06-30 $330k 19k 17.34
2023-09-30 $4.7k 376 12.53

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Carter Bankshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Geode Capital Management
State Street Corporation
Kennedy Capital Management
American Century Companies
Petiole USA
Sandler O'Neill Asset Management
Goldman Sachs Group
Morgan Stanley
Hotchkis and Wiley Capital Management
Huber Capital Management
Northern Trust

View all funds holding Carter Bankshares