Nisa Investment Advisors
CARE icon

Nisa Investment Advisors’s Carter Bankshares CARE Stock Holding History

Nisa Investment Advisors’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 		$19.6K Buy
576
+562
+4,014% +$15.2K ﹤0.01% 2231
2026
Q1 		$326 Sell
14
-398
-97% -$8.3K ﹤0.01% 2919
2025
Q4 		$8.1K Sell
412
-302
-42% -$5.63K ﹤0.01% 2312
2025
Q3 		$13.9K Hold
714
– – ﹤0.01% 2152
2025
Q2 		$12.4K Buy
714
+14
+2% +$222 ﹤0.01% 2168
2025
Q1 		$11.3K Hold
700
– – ﹤0.01% 2067
2024
Q4 		$12.3K Hold
700
– – ﹤0.01% 2081
2024
Q3 		$12.2K Hold
700
– – ﹤0.01% 2057
2024
Q2 		$10.6K Buy
+700
New +$8.76K ﹤0.01% 2134
2023
Q4 		– Sell
-1,430
Closed -$17.9K – 2659
2023
Q3 		$17.9K Hold
1,430
– – ﹤0.01% 2053
2023
Q2 		$21.1K Buy
+1,430
New +$20.2K ﹤0.01% 2078

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

Nisa Investment Advisors's CARE Position: Q2 2026 in Review

Nisa Investment Advisors increased its Carter Bankshares (CARE) stake by 4,014% in Q2 2026, buying an estimated $15.2K and bringing the position to 576 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

Nisa Investment Advisors first reported a position in CARE in Q2 2023 and has held it in 11 quarters since. The position peaked at $21.1K in Q2 2023. 162 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Nisa Investment Advisors held 576 shares of Carter Bankshares worth $19.6K as of Q2 2026.
  • Nisa Investment Advisors bought 562 Carter Bankshares shares in Q2 2026, an estimated $15.2K.
  • Carter Bankshares made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2231 holding.
  • Nisa Investment Advisors first reported a position in Carter Bankshares in Q2 2023 and has held it in 11 quarters since.
  • Nisa Investment Advisors's Carter Bankshares position peaked at $21.1K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.