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Global Retirement Partners’s Carter Bankshares CARE Stock Holding History

Global Retirement Partners’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
2025
Q4 		– Sell
-3,268
Closed -$63.4K – 4264
2025
Q3 		$63.4K Hold
3,268
– – ﹤0.01% 1769
2025
Q2 		$56.7K Buy
+3,268
New +$51.7K ﹤0.01% 1708
2024
Q4 		$76.6K Buy
+4,357
New +$80.1K ﹤0.01% 1406

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FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Global Retirement Partners's CARE Position: Q4 2025 in Review

Global Retirement Partners sold out of Carter Bankshares (CARE) in Q4 2025, closing a stake of 3,268 shares — an estimated $63.4K sold.

Global Retirement Partners first reported a position in CARE in Q4 2024 and held it in 3 quarters. The position peaked at $76.6K in Q4 2024. 121 funds tracked by Wall St. Rank hold CARE as of Q4 2025.

  • Global Retirement Partners reported no remaining Carter Bankshares position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 3,268 Carter Bankshares shares in Q4 2025, an estimated $63.4K.
  • Global Retirement Partners first reported a position in Carter Bankshares in Q4 2024 and held it in 3 quarters.
  • Global Retirement Partners's Carter Bankshares position peaked at $76.6K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Carter Bankshares as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.