Fortem Financial Group’s Carver Bancorp CARV Stock Holding History

Fortem Financial Group’s Portfolio CARV Stock Details CARV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-18,000	Closed	-$43K	–	176
2025 Q3	$43K	Hold	18,000	–	–	0.01%	167
2025 Q2	$31.1K	Hold	18,000	–	–	0.01%	170
2025 Q1	$25.4K	Hold	18,000	–	–	0.01%	185
2024 Q4	$32.8K	Hold	18,000	–	–	0.01%	176
2024 Q3	$34.6K	Hold	18,000	–	–	0.01%	174
2024 Q2	$25.4K	Hold	18,000	–	–	0.01%	166
2024 Q1	$27.5K	Hold	18,000	–	–	0.01%	164
2023 Q4	$35.5K	Hold	18,000	–	–	0.02%	160
2023 Q3	$39.1K	Hold	18,000	–	–	0.02%	159
2023 Q2	$48.6K	Hold	18,000	–	–	0.03%	155
2023 Q1	$71.8K	Hold	18,000	–	–	0.05%	145
2022 Q4	$74K	Buy	18,000 +1,000	+6%	+$4.08K	0.04%	154
2022 Q3	$68K	Buy	+17,000	New	+$91.8K	0.05%	152

Other funds holding CARV

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

Fortem Financial Group's CARV Position: Q4 2025 in Review

Fortem Financial Group sold out of Carver Bancorp (CARV) in Q4 2025, closing a stake of 18,000 shares — an estimated $43K sold.

Fortem Financial Group first reported a position in CARV in Q3 2022 and held it in 13 quarters. The position peaked at $74K in Q4 2022. 1 fund tracked by Wall St. Rank holds CARV as of Q4 2025.

Fortem Financial Group reported no remaining Carver Bancorp position as of Q4 2025 after selling out during the quarter.
Fortem Financial Group sold 18,000 Carver Bancorp shares in Q4 2025, an estimated $43K.
Fortem Financial Group first reported a position in Carver Bancorp in Q3 2022 and held it in 13 quarters.
Fortem Financial Group's Carver Bancorp position peaked at $74K in Q4 2022.
1 fund tracked by Wall St. Rank held Carver Bancorp as of Q4 2025.

Based on Fortem Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.