SBI Securities’s Carter Bankshares CARE Stock Holding History

SBI Securities’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 Q4	–	Sell	-1	Closed	-$19	–	4058
2025 Q3	$19	Buy	+1	New	+$19	﹤0.01%	3922

Other funds holding CARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Petiole USA New York $139M AUM 34.86% 1-Year Est. Return

SBI Securities's CARE Position: Q4 2025 in Review

SBI Securities sold out of Carter Bankshares (CARE) in Q4 2025, closing a stake of 1 share — an estimated $19 sold.

SBI Securities first reported a position in CARE in Q3 2025 and held it in 1 quarter. The position peaked at $19 in Q3 2025. 121 funds tracked by Wall St. Rank hold CARE as of Q4 2025.

SBI Securities reported no remaining Carter Bankshares position as of Q4 2025 after selling out during the quarter.
SBI Securities sold 1 Carter Bankshares share in Q4 2025, an estimated $19.
SBI Securities first reported a position in Carter Bankshares in Q3 2025 and held it in 1 quarter.
SBI Securities's Carter Bankshares position peaked at $19 in Q3 2025.
121 funds tracked by Wall St. Rank held Carter Bankshares as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.