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Carter Bankshares shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carter Bankshares by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 8.6k 34.00
2023-09-30 $165k 13k 12.53
2023-06-30 $296k 20k 14.79

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Top funds holding Carter Bankshares

BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
American Century Companies
Lazard Asset Management
Geode Capital Management
State Street Corporation
Acadian Asset Management
Kennedy Capital Management
Goldman Sachs Group
Vanguard Portfolio Management
AQR Capital Management
Algert Coldiron Investors
Hillsdale Investment Management
Nuveen

View all funds holding Carter Bankshares