Hillsdale Investment Management Inc.
Position in CARE — Carter Bankshares, Inc.
CIK 1368465
Toronto, A6
Position in CARE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,966,974
+$7,283,208 QoQ
Shares Held
263,657
+131.6% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#14
of 160 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CARE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hillsdale Investment Management Inc. holds $103,557,803 across 37 Banks - Regional names. CARE ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FISI |
Financial Institutions Inc
|
249,200 | $9,711,324 | |
| 2 | OFG |
Ofg Bancorp
|
187,600 | $9,205,532 | |
| 3 | RBB |
RBB Bancorp
|
327,169 | $8,969,338 | |
| 4 | CARE |
Carter Bankshares, Inc.
This page
|
263,657 | $8,966,974 | |
| 5 | TMP |
Tompkins Financial Corp
|
94,400 | $8,922,688 | |
| 6 | UMBF |
Umb Financial Corp
|
51,060 | $7,289,325 | |
| 7 | BWFG |
Bankwell Financial Group, Inc.
|
111,000 | $6,521,250 | |
| 8 | FBIZ |
First Business Financial Services, Inc.
|
91,671 | $5,790,857 |
All Filings in CARE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,966,974 | 263,657 | Shares | Sole | 2026-08-12 | |
| 2023-06-30 | $1,683,766 | 113,845 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,349,200 | 167,800 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,783,802 | 167,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,701,580 | 167,800 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||