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Rothschild Investment LLC’s Carter Bankshares CARE Stock Holding History

Rothschild Investment LLC’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 		$5K Buy
147
+96
+188% +$2.6K ﹤0.01% 2260
2026
Q1 		$1.19K Buy
51
+10
+24% +$209 ﹤0.01% 2796
2025
Q4 		$806 Sell
41
-9
-18% -$168 ﹤0.01% 2749
2025
Q3 		$971 Sell
50
-30
-38% -$559 ﹤0.01% 2586
2025
Q2 		$1.39K Buy
80
+40
+100% +$633 ﹤0.01% 2279
2025
Q1 		$647 Buy
40
+15
+60% +$257 ﹤0.01% 2532
2024
Q4 		$440 Buy
25
+10
+67% +$184 ﹤0.01% 2583
2024
Q3 		$261 Buy
15
+5
+50% +$82 ﹤0.01% 2648
2024
Q2 		$151 Buy
+10
New +$125 ﹤0.01% 2568

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

Rothschild Investment LLC's CARE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Carter Bankshares (CARE) stake by 188% in Q2 2026, buying an estimated $2.6K and bringing the position to 147 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Rothschild Investment LLC first reported a position in CARE in Q2 2024 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Rothschild Investment LLC held 147 shares of Carter Bankshares worth $5K as of Q2 2026.
  • Rothschild Investment LLC bought 96 Carter Bankshares shares in Q2 2026, an estimated $2.6K.
  • Carter Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2260 holding.
  • Rothschild Investment LLC first reported a position in Carter Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.