Citadel Advisors
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Citadel Advisors’s Carter Bankshares CARE Stock Holding History

Citadel Advisors’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
Q2 		– Sell
-2,000
Closed -$32.4K – 12704
2025
Q1 		$32.4K Buy
+2,000
New +$34.3K ﹤0.01% 12748
2024
Q4 		– Sell
-4,800
Closed -$83.5K – 14566
2024
Q3 		$83.5K Buy
4,800
+4,300
+860% +$70.7K ﹤0.01% 11362
2024
Q2 		$7.56K Buy
500
+100
+25% +$1.25K ﹤0.01% 13240
2024
Q1 		$5.06K Buy
+400
New +$5.45K ﹤0.01% 13771
2023
Q4 		– Sell
-2,500
Closed -$31.3K – 14328
2023
Q3 		$31.3K Sell
2,500
-9,000
-78% -$129K ﹤0.01% 12232
2023
Q2 		$170K Buy
11,500
+10,600
+1,178% +$150K ﹤0.01% 10134
2023
Q1 		$12.6K Buy
900
+500
+125% +$8.06K ﹤0.01% 13397
2022
Q4 		$6.64K Buy
+400
New +$7.01K ﹤0.01% 13899

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors's CARE Position: Q1 2026 in Review

Citadel Advisors increased its Carter Bankshares (CARE) stake by 213% in Q1 2026, buying an estimated $1.93M and bringing the position to 135,665 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #5164.

Citadel Advisors first reported a position in CARE in Q1 2020 and has held it in 21 quarters since. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Citadel Advisors held 135,665 shares of Carter Bankshares worth $3.16M as of Q1 2026.
  • Citadel Advisors bought 92,325 Carter Bankshares shares in Q1 2026, an estimated $1.93M.
  • Carter Bankshares made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5164 holding.
  • Citadel Advisors first reported a position in Carter Bankshares in Q1 2020 and has held it in 21 quarters since.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.