CARTER BANKSHARES INC

$CARE
Institutional coverage

122 13F filers hold $CARE.

13F holders
122
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$CARE is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Level Financial Advisors at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 122 · Source: 13F-HR
01
Easterly Investment Partners LLC
5.94% of portfolio
1,502,119 sh
02
Fourthstone LLC
4.55% of portfolio
1,236,393 sh
03
Atlantic Edge Private Wealth Management, LLC
733,904 sh
04
Massachusetts Institute of Technology
0.01% of portfolio
540,866 sh
05
State Street
517,341 sh
06
Axa S.a.
498,902 sh
07
Calton & Associates, Inc.
0.22% of portfolio
449,617 sh
08
Banyan Capital Management, Inc.
444,815 sh
09
Kennedy Capital Management LLC
0.18% of portfolio
441,281 sh
10
P Schoenfeld Asset Management LP
1.51% of portfolio
387,885 sh
See all 122 13F holders · Pro →

Insider activity · last 90 days

14 transactions · 7 filers
30 Oct 2025
Bolton Robert M.
▼ SOLD
1,901
$17.23
S
10 Sep 2025
Speare Matthew M.
▼ SOLD
13,550
$19.83
S
26 Aug 2025
Bell Wendy S.
▼ SOLD
250
$19.54
S
30 Jul 2025
Midkiff Catharine L.
▼ SOLD
2,000
$17.76
S
30 Jul 2025
Midkiff Catharine L.
▼ SOLD
2,000
$17.76
S
28 Jul 2025
Haskins James W.
▼ SOLD
2,000
$17.84
S
12 Jun 2025
Bloomfield Kevin S.
▼ SOLD
1,629
$16.81
S
11 Jun 2025
Bloomfield Kevin S.
▼ SOLD
4,509
$16.71
S
09 Jun 2025
Bloomfield Kevin S.
▼ SOLD
1,000
$16.52
S
11 Jun 2025
Bloomfield Kevin S.
▼ SOLD
1,629
$16.81
S
10 Jun 2025
Bloomfield Kevin S.
▼ SOLD
4,509
$16.71
S
06 Jun 2025
Bloomfield Kevin S.
▼ SOLD
1,000
$16.52
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CARE in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:23 UTC.