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Salem Investment Counselors’s Carter Bankshares CARE Stock Holding History

Salem Investment Counselors’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6K Hold
900
– – ﹤0.01% 704
2026
Q1 		$21K Buy
+900
New +$18.8K ﹤0.01% 740
2025
Q4 		– Sell
-3,150
Closed -$61.1K – 502
2025
Q3 		$61.1K Hold
3,150
– – ﹤0.01% 562
2025
Q2 		$54.6K Hold
3,150
– – ﹤0.01% 567
2025
Q1 		$51K Hold
3,150
– – ﹤0.01% 570
2024
Q4 		$55.4K Sell
3,150
-2,250
-42% -$41.4K ﹤0.01% 562
2024
Q3 		$93.9K Hold
5,400
– – ﹤0.01% 464
2024
Q2 		$81.6K Hold
5,400
– – ﹤0.01% 475
2024
Q1 		$68.3K Hold
5,400
– – ﹤0.01% 500
2023
Q4 		$80.8K Hold
5,400
– – ﹤0.01% 473
2023
Q3 		$67.7K Hold
5,400
– – ﹤0.01% 479
2023
Q2 		$79.9K Hold
5,400
– – ﹤0.01% 454
2023
Q1 		$75.6K Hold
5,400
– – ﹤0.01% 464
2022
Q4 		$89.6K Hold
5,400
– – ﹤0.01% 427
2022
Q3 		$87K Hold
5,400
– – ﹤0.01% 405
2022
Q2 		$71K Hold
5,400
– – ﹤0.01% 452
2022
Q1 		$94K Buy
+5,400
New +$86.8K ﹤0.01% 420
2020
Q2 		– Sell
-25,850
Closed -$237K – 705
2020
Q1 		$237K Sell
25,850
-4,100
-14% -$70K 0.02% 218
2019
Q4 		$710K Hold
29,950
– – 0.06% 158
2019
Q3 		$566K Sell
29,950
-2,625
-8% -$50.8K 0.05% 170
2019
Q2 		$643K Buy
+32,575
New +$635K 0.06% 167

Other funds holding CARE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
RYA
Richard Young Associates Augusta, Georgia $150M AUM
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Salem Investment Counselors's CARE Position: Q2 2026 in Review

Salem Investment Counselors held its Carter Bankshares (CARE) position steady in Q2 2026 at 900 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Salem Investment Counselors first reported a position in CARE in Q2 2019 and has held it in 21 quarters since. The position peaked at $710K in Q4 2019. 28 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Salem Investment Counselors held 900 shares of Carter Bankshares worth $30.6K as of Q2 2026.
  • Salem Investment Counselors left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #704 holding.
  • Salem Investment Counselors first reported a position in Carter Bankshares in Q2 2019 and has held it in 21 quarters since.
  • Salem Investment Counselors's Carter Bankshares position peaked at $710K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.