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Carter Bankshares shares owned by Richard Young Associates

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Richard Young Associates from 13F filings

Historical chart of Richard Young Associates investment in Carter Bankshares

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All positions including Carter Bankshares held by Richard Young Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carter Bankshares by Richard Young Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $588k 25k 23.32

More positions owned by Richard Young Associates

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Coca-Cola Company (KO)
Tesla Motors (TSLA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Carter Bankshares Com New (CARE)
Meta Platforms Cl A (META)
At&t (T)
Exxon Mobil Corporation (XOM)

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Top funds holding Carter Bankshares

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

View all funds holding Carter Bankshares