HSBC Holdings’s Carter Bankshares CARE Stock Holding History

HSBC Holdings’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 Q1	–	Sell	-21,153	Closed	-$373K	–	3061
2024 Q4	$373K	Buy	+21,153	New	+$389K	﹤0.01%	2356

Other funds holding CARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HSBC Holdings's CARE Position: Q1 2025 in Review

HSBC Holdings sold out of Carter Bankshares (CARE) in Q1 2025, closing a stake of 21,153 shares — an estimated $373K sold.

HSBC Holdings first reported a position in CARE in Q4 2024 and held it in 1 quarter. The position peaked at $373K in Q4 2024. 112 funds tracked by Wall St. Rank hold CARE as of Q1 2025.

HSBC Holdings reported no remaining Carter Bankshares position as of Q1 2025 after selling out during the quarter.
HSBC Holdings sold 21,153 Carter Bankshares shares in Q1 2025, an estimated $373K.
HSBC Holdings first reported a position in Carter Bankshares in Q4 2024 and held it in 1 quarter.
HSBC Holdings's Carter Bankshares position peaked at $373K in Q4 2024.
112 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.