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Savant Capital’s Carter Bankshares CARE Stock Holding History

Savant Capital’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
Q3 		– Sell
-12,379
Closed -$215K – 1319
2025
Q2 		$215K Sell
12,379
-1,244
-9% -$19.7K ﹤0.01% 1121
2025
Q1 		$220K Sell
13,623
-508
-4% -$8.71K ﹤0.01% 969
2024
Q4 		$249K Buy
14,131
+232
+2% +$4.26K ﹤0.01% 1206
2024
Q3 		$242K Buy
13,899
+658
+5% +$10.8K ﹤0.01% 1191
2024
Q2 		$200K Buy
13,241
+1,802
+16% +$22.5K ﹤0.01% 1137
2024
Q1 		$145K Buy
11,439
+39
+0.3% +$531 ﹤0.01% 1058
2023
Q4 		$171K Hold
11,400
– – ﹤0.01% 815
2023
Q3 		$143K Hold
11,400
– – ﹤0.01% 772
2023
Q2 		$169K Hold
11,400
– – ﹤0.01% 754
2023
Q1 		$160K Buy
11,400
+450
+4% +$7.26K ﹤0.01% 696
2022
Q4 		$182K Buy
+10,950
New +$192K ﹤0.01% 564

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Savant Capital's CARE Position: Q3 2025 in Review

Savant Capital sold out of Carter Bankshares (CARE) in Q3 2025, closing a stake of 12,379 shares — an estimated $215K sold.

Savant Capital first reported a position in CARE in Q4 2022 and held it in 11 quarters. The position peaked at $249K in Q4 2024. 122 funds tracked by Wall St. Rank hold CARE as of Q3 2025.

  • Savant Capital reported no remaining Carter Bankshares position as of Q3 2025 after selling out during the quarter.
  • Savant Capital sold 12,379 Carter Bankshares shares in Q3 2025, an estimated $215K.
  • Savant Capital first reported a position in Carter Bankshares in Q4 2022 and held it in 11 quarters.
  • Savant Capital's Carter Bankshares position peaked at $249K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2025.

Based on Savant Capital's 13F filing for Q3 2025, filed 5 Nov 2025.