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Carter Bankshares shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Carter Bankshares held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carter Bankshares by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 1.0k 19.41
2025-06-30 $18k 1.0k 17.34
2025-03-31 $324 20 16.20
2024-12-31 $456 26 17.58

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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