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GAMMA Investing’s Carter Bankshares CARE Stock Holding History

GAMMA Investing’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 		$14.8K Hold
434
– – ﹤0.01% 3011
2026
Q1 		$10.1K Buy
434
+23
+6% +$480 ﹤0.01% 3063
2025
Q4 		$8.08K Buy
411
+40
+11% +$745 ﹤0.01% 3080
2025
Q3 		$7.2K Hold
371
– – ﹤0.01% 3035
2025
Q2 		$6.43K Buy
371
+327
+743% +$5.17K ﹤0.01% 3020
2025
Q1 		$712 Sell
44
-3
-6% -$51 ﹤0.01% 3622
2024
Q4 		$827 Buy
+47
New +$864 ﹤0.01% 3468
2024
Q1 		– Sell
-35
Closed -$506 – 3317
2023
Q4 		$506 Buy
+35
New +$441 ﹤0.01% 2964

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

GAMMA Investing's CARE Position: Q2 2026 in Review

GAMMA Investing held its Carter Bankshares (CARE) position steady in Q2 2026 at 434 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

GAMMA Investing first reported a position in CARE in Q4 2023 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • GAMMA Investing held 434 shares of Carter Bankshares worth $14.8K as of Q2 2026.
  • GAMMA Investing left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3011 holding.
  • GAMMA Investing first reported a position in Carter Bankshares in Q4 2023 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.