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Salomon & Ludwin’s Carter Bankshares CARE Stock Holding History

Salomon & Ludwin’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 		$151K Hold
4,365
– – 0.01% 199
2026
Q1 		$102K Hold
4,365
– – 0.01% 248
2025
Q4 		$86K Hold
4,365
– – 0.01% 270
2025
Q3 		$83.2K Hold
4,365
– – 0.01% 264
2025
Q2 		$78K Hold
4,365
– – 0.01% 213
2025
Q1 		$70.6K Hold
4,365
– – 0.01% 215
2024
Q4 		$76.8K Hold
4,365
– – 0.01% 205
2024
Q3 		$75.9K Hold
4,365
– – 0.01% 220
2024
Q2 		$66K Hold
4,365
– – 0.01% 232
2024
Q1 		$55.2K Hold
4,365
– – ﹤0.01% 341
2023
Q4 		$54.7K Hold
4,365
– – 0.01% 298
2023
Q3 		$54.7K Buy
+4,365
New +$62.7K 0.01% 298

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

Salomon & Ludwin's CARE Position: Q2 2026 in Review

Salomon & Ludwin held its Carter Bankshares (CARE) position steady in Q2 2026 at 4,365 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #199.

Salomon & Ludwin first reported a position in CARE in Q3 2023 and has held it in 12 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Salomon & Ludwin held 4,365 shares of Carter Bankshares worth $151K as of Q2 2026.
  • Salomon & Ludwin left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #199 holding.
  • Salomon & Ludwin first reported a position in Carter Bankshares in Q3 2023 and has held it in 12 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.