Jim Simons
CARE icon

Jim Simons’s Carter Bankshares CARE Stock Holding History

Jim Simons’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 		$257K Sell
11,000
-25,700
-70% -$536K ﹤0.01% 2855
2025
Q4 		$722K Buy
36,700
+3,700
+11% +$69K ﹤0.01% 2424
2025
Q3 		$641K Sell
33,000
-30,000
-48% -$559K ﹤0.01% 2693
2025
Q2 		$1.09M Buy
63,000
+29,900
+90% +$473K ﹤0.01% 2469
2025
Q1 		$536K Sell
33,100
-39,200
-54% -$672K ﹤0.01% 2714
2024
Q4 		$1.27M Sell
72,300
-19,100
-21% -$351K ﹤0.01% 2347
2024
Q3 		$1.59M Buy
91,400
+8,300
+10% +$136K ﹤0.01% 2163
2024
Q2 		$1.26M Buy
83,100
+18,100
+28% +$226K ﹤0.01% 2194
2024
Q1 		$822K Sell
65,000
-9,800
-13% -$133K ﹤0.01% 2605
2023
Q4 		$1.12M Sell
74,800
-4,200
-5% -$52.9K ﹤0.01% 2332
2023
Q3 		$990K Buy
79,000
+10,800
+16% +$155K ﹤0.01% 2305
2023
Q2 		$1.01M Buy
68,200
+12,100
+22% +$171K ﹤0.01% 2463
2023
Q1 		$785K Sell
56,100
-848
-1% -$13.7K ﹤0.01% 2629
2022
Q4 		$945K Buy
56,948
+4,948
+10% +$86.7K ﹤0.01% 2567
2022
Q3 		$837K Sell
52,000
-63,000
-55% -$985K ﹤0.01% 2605
2022
Q2 		$1.52M Sell
115,000
-92,700
-45% -$1.42M ﹤0.01% 2400
2022
Q1 		$3.61M Buy
207,700
+53,927
+35% +$867K ﹤0.01% 1809
2021
Q4 		$2.37M Buy
153,773
+47,725
+45% +$719K ﹤0.01% 2012
2021
Q3 		$1.51M Sell
106,048
-51,252
-33% -$633K ﹤0.01% 2308
2021
Q2 		$1.97M Buy
157,300
+61,900
+65% +$865K ﹤0.01% 2273
2021
Q1 		$1.33M Buy
95,400
+26,900
+39% +$326K ﹤0.01% 2472
2020
Q4 		$734K Buy
+68,500
New +$582K ﹤0.01% 2653
2020
Q2 		– Sell
-13,487
Closed -$124K – 3458
2020
Q1 		$124K Buy
+13,487
New +$230K ﹤0.01% 3187

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $139M AUM 34.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's CARE Position: Q1 2026 in Review

Jim Simons reduced its Carter Bankshares (CARE) stake by 70% in Q1 2026, selling an estimated $536K and leaving 11,000 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2855.

Jim Simons first reported a position in CARE in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.61M in Q1 2022. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Jim Simons held 11,000 shares of Carter Bankshares worth $257K as of Q1 2026.
  • Jim Simons sold 25,700 Carter Bankshares shares in Q1 2026, an estimated $536K.
  • Carter Bankshares made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2855 holding.
  • Jim Simons first reported a position in Carter Bankshares in Q1 2020 and has held it in 23 quarters since.
  • Jim Simons's Carter Bankshares position peaked at $3.61M in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.