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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
Q3 		$5.47K Sell
183
-10
-5% -$322 ﹤0.01% 1512
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

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's CARE Position: Q3 2026 in Review

Fortitude Family Office reduced its Carter Bankshares (CARE) stake by 5.2% in Q3 2026, selling an estimated $322 and leaving 183 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Fortitude Family Office first reported a position in CARE in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.56K in Q2 2026. 7 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

  • Fortitude Family Office held 183 shares of Carter Bankshares worth $5.47K as of Q3 2026.
  • Fortitude Family Office sold 10 Carter Bankshares shares in Q3 2026, an estimated $322.
  • Carter Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1512 holding.
  • Fortitude Family Office first reported a position in Carter Bankshares in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's Carter Bankshares position peaked at $6.56K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.