FFO
CARE icon

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
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

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FL
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Dimensional Fund Advisors
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VCM
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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 $761B AUM 31.28% 1-Year Est. Return