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Carter Bankshares shares owned by Family Firm

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

Historical chart of Family Firm investment in Carter Bankshares

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

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Quarterly reported holdings in Carter Bankshares by Family Firm

Quarter filed Position value Share count Share price at filing
2023-12-31 $221k 15k 14.97

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

Top funds holding Carter Bankshares

Alliancebernstein
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Russell Investments
Bank of New York Mellon
Regions Bank
Rhumbline Advisers
Charles Schwab Investment Management
Arrowstreet Capital, Limited Partnership
Two Sigma Advisers
PanAgora Asset Management
Trexquant Investment
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Goldman Sachs Group

View all funds holding Carter Bankshares