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Empowered Funds’s Carter Bankshares CARE Stock Holding History

Empowered Funds’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 		$3.31M Buy
97,298
+6,828
+8% +$185K 0.02% 911
2026
Q1 		$2.11M Buy
+90,470
New +$1.89M 0.01% 1075
2025
Q4 		– Sell
-64,628
Closed -$1.25M – 1142
2025
Q3 		$1.25M Sell
64,628
-35,000
-35% -$653K 0.01% 1106
2025
Q2 		$1.73M Buy
99,628
+8,903
+10% +$141K 0.02% 892
2025
Q1 		$1.47M Buy
90,725
+6,157
+7% +$106K 0.02% 868
2024
Q4 		$1.49M Buy
84,568
+4,093
+5% +$75.2K 0.02% 843
2024
Q3 		$1.4M Buy
80,475
+4,020
+5% +$66.1K 0.02% 802
2024
Q2 		$1.16M Buy
76,455
+5,400
+8% +$67.6K 0.02% 811
2024
Q1 		$898K Sell
71,055
-1,478
-2% -$20.1K 0.02% 920
2023
Q4 		$1.09M Buy
72,533
+6,528
+10% +$82.2K 0.03% 734
2023
Q3 		$827K Buy
66,005
+5,372
+9% +$77.2K 0.02% 732
2023
Q2 		$897K Buy
+60,633
New +$857K 0.03% 636

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empowered Funds's CARE Position: Q2 2026 in Review

Empowered Funds increased its Carter Bankshares (CARE) stake by 7.5% in Q2 2026, buying an estimated $185K and bringing the position to 97,298 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #911.

Empowered Funds first reported a position in CARE in Q2 2023 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Empowered Funds held 97,298 shares of Carter Bankshares worth $3.31M as of Q2 2026.
  • Empowered Funds bought 6,828 Carter Bankshares shares in Q2 2026, an estimated $185K.
  • Carter Bankshares made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #911 holding.
  • Empowered Funds first reported a position in Carter Bankshares in Q2 2023 and has held it in 12 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.