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John Overdeck’s Carter Bankshares CARE Stock Holding History

John Overdeck’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 		$3.63M Buy
106,590
+76,286
+252% +$2.06M ﹤0.01% 2457
2026
Q1 		$707K Buy
30,304
+5,994
+25% +$125K ﹤0.01% 3489
2025
Q4 		$478K Sell
24,310
-39,327
-62% -$733K ﹤0.01% 3331
2025
Q3 		$1.24M Buy
63,637
+11,943
+23% +$223K ﹤0.01% 2439
2025
Q2 		$896K Sell
51,694
-16,116
-24% -$255K ﹤0.01% 2309
2025
Q1 		$1.1M Buy
67,810
+5,325
+9% +$91.3K ﹤0.01% 2122
2024
Q4 		$1.1M Buy
62,485
+7,126
+13% +$131K ﹤0.01% 2117
2024
Q3 		$963K Buy
55,359
+6,014
+12% +$98.9K ﹤0.01% 2145
2024
Q2 		$746K Buy
49,345
+39,305
+391% +$492K ﹤0.01% 2155
2024
Q1 		$127K Buy
+10,040
New +$137K ﹤0.01% 2801
2023
Q4 		– Sell
-23,379
Closed -$293K – 3167
2023
Q3 		$293K Sell
23,379
-15,786
-40% -$227K ﹤0.01% 2497
2023
Q2 		$579K Sell
39,165
-3,952
-9% -$55.9K ﹤0.01% 2268
2023
Q1 		$604K Sell
43,117
-21,682
-33% -$350K ﹤0.01% 2124
2022
Q4 		$1.08M Buy
64,799
+17,554
+37% +$308K ﹤0.01% 1658
2022
Q3 		$761K Sell
47,245
-24,951
-35% -$390K ﹤0.01% 1584
2022
Q2 		$953K Sell
72,196
-33,640
-32% -$516K ﹤0.01% 1569
2022
Q1 		$1.84M Buy
105,836
+31,854
+43% +$512K 0.01% 1389
2021
Q4 		$1.14M Buy
73,982
+12,975
+21% +$195K ﹤0.01% 2424
2021
Q3 		$868K Sell
61,007
-5,716
-9% -$70.6K ﹤0.01% 2739
2021
Q2 		$835K Buy
66,723
+53,223
+394% +$744K ﹤0.01% 2635
2021
Q1 		$188K Buy
+13,500
New +$164K ﹤0.01% 3641
2020
Q3 		– Sell
-15,096
Closed -$122K – 3115
2020
Q2 		$122K Buy
15,096
+1,001
+7% +$8.05K ﹤0.01% 2763
2020
Q1 		$129K Sell
14,095
-12,225
-46% -$209K ﹤0.01% 2790
2019
Q4 		$624K Buy
+26,320
New +$545K ﹤0.01% 2612

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

John Overdeck's CARE Position: Q2 2026 in Review

John Overdeck increased its Carter Bankshares (CARE) stake by 252% in Q2 2026, buying an estimated $2.06M and bringing the position to 106,590 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

John Overdeck first reported a position in CARE in Q4 2019 and has held it in 24 quarters since. 162 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • John Overdeck held 106,590 shares of Carter Bankshares worth $3.63M as of Q2 2026.
  • John Overdeck bought 76,286 Carter Bankshares shares in Q2 2026, an estimated $2.06M.
  • Carter Bankshares made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2457 holding.
  • John Overdeck first reported a position in Carter Bankshares in Q4 2019 and has held it in 24 quarters since.
  • 162 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.