Carter Bankshares, Inc.
A bank holding company in Martinsville, Virginia, Carter Bankshares owns Carter Bank, a community bank serving individuals and small businesses across Virginia and North Carolina. Founder Worth Carter, a former bank examiner, opened his first branch in 1974 and went on to build ten separate community banks, which he merged into one institution in 2006 and renamed in his honor. The bank has advertised itself as the "Home of Lifetime Free Checking" since its founding.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Fourthstone LLC | 13G/APassive | 0% | 100 | Aug 14, 2026 |
| Fourthstone Master Opportunity Fund Ltd | 13G/APassive | 0% | 100 | Aug 14, 2026 |
| Fourthstone GP LLC | 13G/APassive | 0% | 0 | Aug 14, 2026 |
| Fourthstone QP Opportunity Fund LP | 13G/APassive | 0% | 0 | Aug 14, 2026 |
| Fourthstone Small-Cap Financials Fund LP | 13G/APassive | 0% | 0 | Aug 14, 2026 |
| L. Phillip Stone, IV | 13G/APassive | 0% | 100 | Aug 14, 2026 |
| Vanguard Capital Management | 13G/APassive | 4.95% | 1.10M | Jul 31, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 26, 2026 |
| Dimensional Fund Advisors LP | 13GPassive | 5.1% | 1.12M | Jan 21, 2026 |