Partners in Financial Planning

Position in CARE — Carter Bankshares, Inc.

CIK 2054264 SALEM, VA

Position in CARE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$418,288

+$126,322 QoQ

Shares Held

12,299

-1.8% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#92

of 162 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Partners in Financial Planning holds $2,536,015 across 5 Banks - Regional names. CARE ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	17,096	$851,722
2	NKSH	National Bankshares Inc	21,431	$778,588
3	CARE	Carter Bankshares, Inc. This page	12,299	$418,288
4	AUB	Atlantic Union Bankshares Corp	6,262	$264,945
5	CFG	Citizens Financial Group Inc/Ri	3,175	$222,472

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,288	12,299	-1.8%	Shares	Sole	2026-08-10
2026-03-31	$291,966	12,520	-2.7%	Shares	Sole	2026-05-11
2025-12-31	$252,866	12,862	-11.6%	Shares	Sole	2026-02-02
2025-09-30	$282,357	14,547	0.0%	Shares	Sole	2025-11-10
2025-06-30	$252,244	14,547	0.0%	Shares	Sole	2025-08-04
2025-03-31	$235,370	14,547	0.0%	Shares	Sole	2025-04-30
2024-12-31	$255,881	14,547	-7.1%	Shares	Sole	2025-02-12
2024-09-30	$272,205	15,653	-10.8%	Shares	Sole	2025-02-26
2024-06-30	$265,250	17,543	0.0%	Shares	Sole	2025-02-26
2024-03-31	$221,743	17,543	-21.3%	Shares	Sole	2025-02-26
2023-12-31	$333,831	22,300	-7.4%	Shares	Sole	2025-02-26
2023-09-30	$301,822	24,088	0.0%	Shares	Sole	2025-03-04
2023-06-30	$356,261	24,088	-7.4%	Shares	Sole	2025-02-26
2023-03-31	$364,252	26,018	+39.1%	Shares	Sole	2025-02-26
2022-12-31	$310,315	18,705	0.0%	Shares	Sole	2025-05-05
2022-09-30	$301,150	18,705	0.0%	Shares	Sole	2025-05-05
2022-06-30	$246,906	18,705	0.0%	Shares	Sole	2025-05-05
2022-03-31	$324,905	18,705	-9.1%	Shares	Sole	2025-05-05
2021-12-31	$316,649	20,575	+38.2%	Shares	Sole	2025-05-05
2021-09-30	$211,664	14,885	0.0%	Shares	Sole	2025-05-05
2021-06-30	$186,211	14,885	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.