SIERRA SUMMIT ADVISORS LLC
Position in CARE — Carter Bankshares, Inc.
CIK 2012614
INCLINE VILLAGE, NV
Position in CARE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,346,081
New position
Shares Held
39,579
first reported quarter
Ownership
0.179%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#56
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, 2026SIERRA SUMMIT ADVISORS LLC holds $5,856,289 across 4 Banks - Regional names. CARE ranks #2 (23.0% of the industry book) .
All Filings in CARE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,081 | 39,579 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||