KENNEDY CAPITAL MANAGEMENT LLC

Position in CARE — Carter Bankshares, Inc.

CIK 884589 ST LOUIS, MO

Position in CARE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,062,696

+$2,577,628 QoQ

Shares Held

384,084

-14.6% QoQ

Ownership

1.73%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

of 162 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KENNEDY CAPITAL MANAGEMENT LLC holds $776,795,798 across 74 Banks - Regional names. CARE ranks #24 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QCRH	Qcr Holdings Inc	565,484	$55,049,867
2	AX	Axos Financial, Inc.	426,294	$41,516,772
3	WTFC	Wintrust Financial Corp	233,889	$37,590,640
4	SSB	SouthState Bank Corp	344,799	$34,445,420
5	OZK	Bank OZK	660,025	$34,380,702
6	OBK	Origin Bancorp, Inc.	669,700	$34,255,155
7	CNOB	ConnectOne Bancorp, Inc.	985,475	$32,954,284
8	NBHC	National Bank Holdings Corp	666,354	$29,606,108

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,062,696	384,084	-14.6%	Shares	Sole	2026-08-14
2026-03-31	$10,485,068	449,617	+1.9%	Shares	Sole	2026-05-13
2025-12-31	$8,675,584	441,281	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$8,561,285	441,076	+12.9%	Shares	Sole	2025-11-13
2025-06-30	$6,772,258	390,557	+6.1%	Shares	Sole	2025-08-13
2025-03-31	$5,958,155	368,242	+13.5%	Shares	Sole	2025-05-13
2024-12-31	$5,709,168	324,569	+27.9%	Shares	Sole	2025-02-13
2024-09-30	$4,412,416	253,733	+719.2%	Shares	Sole	2024-11-14
2024-06-30	$468,296	30,972	-67.7%	Shares	Sole	2024-08-14
2023-06-30	$1,416,719	95,789	+26.5%	Shares	Sole	2023-08-14
2023-03-31	$1,060,486	75,749	+86.1%	Shares	Sole	2023-05-15
2022-12-31	$675,130	40,695	0.0%	Shares	Sole	2023-02-14
2022-09-30	$655,189	40,695	+29.0%	Shares	Sole	2022-11-14
2021-03-31	$440,424	31,549	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.