Fourthstone LLC - 31 Dec 2025 SCHEDULE 13G Report for Carter Bankshares, Inc. Common Stock, $1 par value (CARE)

Filing Manager
Fourthstone LLC
Reporting Manager
Fourthstone LLC
Security
Carter Bankshares, Inc. Common Stock, $1 par value
Symbol
CARE
Shares outstanding
22,078,446 shares
Disclosed Ownership
1,236,393 shares
Ownership
5.6%
Form type
SCHEDULE 13G
Filing time
13 Feb 2026, 16:10:33 UTC
Date of event
31 Dec 2025
SEC
View on sec.gov

Reporting Managers (6)

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