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Carter Bankshares shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Carter Bankshares held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carter Bankshares by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $351k 15k 23.32

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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