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Fortitude Family Office’s Carter Bankshares CARE Stock Holding History

Fortitude Family Office’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 		$6.56K Hold
193
– – ﹤0.01% 955
2026
Q1 		$4.5K Sell
193
-34
-15% -$709 ﹤0.01% 959
2025
Q4 		$4.46K Sell
227
-1
-0.4% -$19 ﹤0.01% 852
2025
Q3 		$4.42K Hold
228
– – ﹤0.01% 860
2025
Q2 		$3.95K Sell
228
-77
-25% -$1.22K ﹤0.01% 872
2025
Q1 		$4.93K Hold
305
– – ﹤0.01% 730
2024
Q4 		$5.37K Buy
305
+46
+18% +$846 ﹤0.01% 820
2024
Q3 		$4.5K Hold
259
– – ﹤0.01% 818
2024
Q2 		$3.92K Sell
259
-88
-25% -$1.1K ﹤0.01% 672
2024
Q1 		$4.39K Hold
347
– – ﹤0.01% 666
2023
Q4 		$5.2K Buy
+347
New +$4.37K ﹤0.01% 611

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

Fortitude Family Office's CARE Position: Q2 2026 in Review

Fortitude Family Office held its Carter Bankshares (CARE) position steady in Q2 2026 at 193 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Fortitude Family Office first reported a position in CARE in Q4 2023 and has held it in 11 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Fortitude Family Office held 193 shares of Carter Bankshares worth $6.56K as of Q2 2026.
  • Fortitude Family Office left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #955 holding.
  • Fortitude Family Office first reported a position in Carter Bankshares in Q4 2023 and has held it in 11 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.