13F

Stock

Carter Bankshares, Inc.

CARE · held by 6 managers

Reported value

$4.63M

Holders

6

+0 new · −1 exited

Holders’ est. mark

$67.3K

Price effect on 2 books still in the name

Largest holder

$3.38M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY174.2K$3.38MHeld
BARCLAYS PLC32.3K$626.5K$66.8KCut−$34.8K
BANK OF AMERICA CORP /DE/31.7K$616.2KHeld
Essential Partners LLC269$5.22K$526Added$817
Allworth Financial LP178$3.46KHeld
IFP Advisors, Inc50$970Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.