# CARTER BANKSHARES INC COM NEW

CARTER BANKSHARES INC COM NEW is a security (CUSIP 146103106) tracked across SEC portfolio filings. 140 institutional managers reported $299.1M on Form 13F as of 2026-06-30; 11 registered fund positions totaling $12.7M via N-PORT as of 2026-05-31.

## Summary

- Issuer: CARTER BANKSHARES INC
- Class: COM NEW
- CUSIP: 146103106
- Asset category: EC
- 13F holders: 140
- 13F value: $299.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 11
- N-PORT value: $12.7M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 140 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $38.9M | 1,668,818 |
| Fourthstone LLC | ST LOUIS, MO | $35.0M | 1,502,119 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $27.4M | 1,175,925 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $25.3M | 1,288,798 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $12.6M | 540,866 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $12.0M | 515,975 |
| STATE STREET CORP | BOSTON, MA | $11.6M | 498,902 |
| [KENNEDY CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/105834) | ST LOUIS, MO | $10.5M | 449,617 |
| [Petiole USA ltd](https://search.stillhousedata.com/firm/159788) | New York, NY | $8.9M | 381,373 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $8.3M | 356,388 |
| [MALTESE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/138175) | New York, NY | $7.7M | 328,888 |
| Russell Investments Group, Ltd. | Seattle, WA | $6.3M | 185,796 |
| [BASSWOOD CAPITAL MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/138032) | NEW YORK, NY | $5.3M | 227,715 |
| DIVERSIFIED TRUST CO | MEMPHIS, TN | $4.8M | 141,762 |
| [Huber Capital Management LLC](https://search.stillhousedata.com/firm/143344) | EL SEGUNDO, CA | $4.4M | 190,553 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $5.7M | 0.71% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $3.1M | 1.75% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $2.0M | 2.65% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $805K | 1.67% |
| [CORNERCAP SMALL-CAP VALUE FUND](https://search.stillhousedata.com/fund/S000004377) | CORNERCAP GROUP OF FUNDS | $276K | 22.91% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $272K | 0.05% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $272K | 0.09% |
| [Vericimetry U.S. Small Cap Value Fund](https://search.stillhousedata.com/fund/S000033942) | VERICIMETRY FUNDS | $112K | 6.66% |
| [Longview Advantage ETF](https://search.stillhousedata.com/fund/S000086399) | RBB Fund Trust | $105K | 1.60% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $74K | 1.76% |
| [TIAA Separate Account VA-1 - Stock Index Account](https://search.stillhousedata.com/fund/S000005098) | TIAA Separate Account VA-1 | $13K | 0.10% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/146103106.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.