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North Star Investment Management’s Carter Bankshares CARE Stock Holding History

North Star Investment Management’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 		$3.38K Hold
145
– – ﹤0.01% 1300
2025
Q4 		$2.85K Buy
+145
New +$2.7K ﹤0.01% 1246

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Star Investment Management's CARE Position: Q1 2026 in Review

North Star Investment Management held its Carter Bankshares (CARE) position steady in Q1 2026 at 145 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

North Star Investment Management first reported a position in CARE in Q4 2025 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • North Star Investment Management held 145 shares of Carter Bankshares worth $3.38K as of Q1 2026.
  • North Star Investment Management left its Carter Bankshares share count unchanged in Q1 2026.
  • Carter Bankshares made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1300 holding.
  • North Star Investment Management first reported a position in Carter Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.