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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $143M AUM 19.66% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Wace's CARE Position: Q2 2025 in Review

Marshall Wace sold out of Carter Bankshares (CARE) in Q2 2025, closing a stake of 32,691 shares — an estimated $529K sold.

Marshall Wace first reported a position in CARE in Q1 2022 and held it in 2 quarters. The position peaked at $653K in Q1 2022. 117 funds tracked by Wall St. Rank hold CARE as of Q2 2025.

  • Marshall Wace reported no remaining Carter Bankshares position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 32,691 Carter Bankshares shares in Q2 2025, an estimated $529K.
  • Marshall Wace first reported a position in Carter Bankshares in Q1 2022 and held it in 2 quarters.
  • Marshall Wace's Carter Bankshares position peaked at $653K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.