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Allegheny Financial Group

Position in CARE — Carter Bankshares, Inc.

CIK 1844148 Pittsburgh, PA

Position in CARE

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$243,103
New position
Shares Held
7,148
first reported quarter
Ownership
0.032%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#108
of 162 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Allegheny Financial Group holds $6,320,898 across 9 Banks - Regional names. CARE ranks #9 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CARE

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $243,103 7,148