CIBC Private Wealth Group
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CIBC Private Wealth Group’s Carter Bankshares CARE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$14K Sell
712
-778
-52% -$14.5K ﹤0.01% 2297
2025
Q3 		$28.9K Hold
1,490
– – ﹤0.01% 2020
2025
Q2 		$25.8K Hold
1,490
– – ﹤0.01% 1922
2025
Q1 		$21.3K Hold
1,490
– – ﹤0.01% 1967
2024
Q4 		$25.3K Hold
1,490
– – ﹤0.01% 1963
2024
Q3 		$25.9K Buy
+1,490
New +$24.5K ﹤0.01% 2043

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

CIBC Private Wealth Group's CARE Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Carter Bankshares (CARE) stake by 52% in Q4 2025, selling an estimated $14.5K and leaving 712 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

CIBC Private Wealth Group first reported a position in CARE in Q3 2024 and has held it in 6 quarters since. The position peaked at $28.9K in Q3 2025. 121 funds tracked by Wall St. Rank hold CARE as of Q4 2025.

  • CIBC Private Wealth Group held 712 shares of Carter Bankshares worth $14K as of Q4 2025.
  • CIBC Private Wealth Group sold 778 Carter Bankshares shares in Q4 2025, an estimated $14.5K.
  • Carter Bankshares made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2297 holding.
  • CIBC Private Wealth Group first reported a position in Carter Bankshares in Q3 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's Carter Bankshares position peaked at $28.9K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Carter Bankshares as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.