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Carter Bankshares shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carter Bankshares by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 1.5k 19.66

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Top funds holding Carter Bankshares

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

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