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Carter Bankshares shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carter Bankshares by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0k 60 17.40
2024-06-30 $907 60 15.13

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

Top funds holding Carter Bankshares

BlackRock
BlackRock
Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Geode Capital Management
State Street Corporation
Petiole USA
American Century Companies
Huber Capital Management
Northern Trust
EJF Capital
Bridgeway Capital Management
Hotchkis and Wiley Capital Management
Goldman Sachs Group

View all funds holding Carter Bankshares