Position in CARE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$832,258
+$244,268 QoQ
Shares Held
24,471
-2.9% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
5.36%
of 13F equity value
Holder Rank
#71
of 162 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Richard Young Associates, Ltd. holds $1,262,227 across 2 Banks - Regional names. CARE ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARE |
Carter Bankshares, Inc.
This page
|
24,471 | $832,258 | |
| 2 | SSB |
SouthState Bank Corp
|
4,304 | $429,969 |
All Filings in CARE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,258 | 24,471 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $587,990 | 25,214 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $524,548 | 26,681 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||