Quick Takeaways
- Fourthstone LLC filed SCHEDULE 13G for Carter Bankshares, Inc. Common Stock, $1 par value (CARE).
- Disclosed ownership: 5.6%.
- Date of event: 31 Dec 2025.
Quoteable Key Fact
"Fourthstone LLC disclosed 5.6% ownership in Carter Bankshares, Inc. Common Stock, $1 par value (CARE) on 31 Dec 2025."
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
See Original Filing| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 5.6% | 1,236,393 | 0 | 1,236,393 | Amy M. Stone | Chief Executive Officer | |
| Fourthstone Master Opportunity Fund Ltd | 4.3% | 958,846 | 0 | 958,846 | Amy M. Stone | Chief Executive Officer | |
| Fourthstone GP LLC | 1.3% | 277,547 | 0 | 277,547 | L. Phillip Stone, IV | Managing Member of Fourthstone GP LLC | |
| Fourthstone QP Opportunity Fund LP | 1.1% | 251,417 | 0 | 251,417 | Amy M. Stone | Chief Executive Officer | |
| Fourthstone Small-Cap Financials Fund LP | 0.12% | 26,130 | 0 | 26,130 | Amy M. Stone | Chief Executive Officer | |
| L. Phillip Stone, IV | 5.6% | 1,236,393 | 0 | 1,236,393 | L. Phillip Stone, IV | Self, Principal owner of Fourthstone LLC |