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Carter Bankshares shares owned by Mackenzie Financial

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

Historical chart of Mackenzie Financial investment in Carter Bankshares

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

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Quarterly reported holdings in Carter Bankshares by Mackenzie Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $810k 50k 16.18
2024-12-31 $493k 28k 17.59

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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