Marshall Wace
CARE icon

Marshall Wace’s Carter Bankshares CARE Stock Holding History

Marshall Wace’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 		$752K Buy
+22,118
New +$599K ﹤0.01% 2335
2025
Q2 		– Sell
-32,691
Closed -$529K – 2734
2025
Q1 		$529K Buy
+32,691
New +$560K ﹤0.01% 2058
2022
Q2 		– Sell
-37,615
Closed -$653K – 3455
2022
Q1 		$653K Buy
+37,615
New +$605K ﹤0.01% 2649

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

Marshall Wace's CARE Position: Q2 2026 in Review

Marshall Wace opened a new position in Carter Bankshares (CARE) in Q2 2026: 22,118 shares worth $752K. The stake represents ﹤0.01% of the portfolio and ranks #2335 among its holdings. This is a return to the name: Marshall Wace previously reported a position in CARE as recently as Q1 2025.

Marshall Wace first reported a position in CARE in Q1 2022 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Marshall Wace held 22,118 shares of Carter Bankshares worth $752K as of Q2 2026.
  • Carter Bankshares was a new Marshall Wace position in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2335 holding.
  • Marshall Wace first reported a position in Carter Bankshares in Q1 2022 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.