Fortitude Family Office, LLC

Family Office

Position in CARE — Carter Bankshares, Inc.

CIK 1950506 SCOTTSDALE, AZ

Position in CARE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,563

+$2,063 QoQ

Shares Held

193

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#143

of 162 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $1,118,782 across 153 Banks - Regional names. CARE ranks #43 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	2,912	$175,884
2	BHRB	Burke & Herbert Financial Services Corp.	885	$63,596
3	TFC	Truist Financial Corp	1,272	$63,371
4	BPOP	Popular, Inc.	282	$46,298
5	FITB	Fifth Third Bancorp	723	$40,755
6	PNC	Pnc Financial Services Group, Inc.	164	$40,380
7	MTB	M&T Bank Corp	113	$26,895
8	ZION	Zions Bancorporation, National Association /Ut/	347	$24,008

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,563	193	0.0%	Shares	Sole	2026-07-20
2026-03-31	$4,500	193	-15.0%	Shares	Sole	2026-04-16
2025-12-31	$4,462	227	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$4,425	228	0.0%	Shares	Sole	2025-10-17
2025-06-30	$3,953	228	-25.2%	Shares	Sole	2025-07-15
2025-03-31	$4,934	305	0.0%	Shares	Sole	2025-04-16
2024-12-31	$5,364	305	+17.8%	Shares	Sole	2025-01-10
2024-09-30	$4,504	259	0.0%	Shares	Sole	2024-10-25
2024-06-30	$3,916	259	-25.4%	Shares	Sole	2024-07-10
2024-03-31	$4,386	347	0.0%	Shares	Sole	2024-04-11
2023-12-31	$5,194	347	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.