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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, 2026

SIERRA SUMMIT ADVISORS LLC holds $5,856,289 across 4 Banks - Regional names. CARE ranks #2 (23.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CARE
Carter Bankshares, Inc.
This page
39,579 $1,346,081

All Filings in CARE

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,346,081 39,579