Allegheny Financial Group’s Carter Bankshares CARE Stock Holding History

Allegheny Financial Group’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	$243K	Buy	+7,148	New	+$193K	0.03%	262

Other funds holding CARE

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allegheny Financial Group's CARE Position: Q2 2026 in Review

Allegheny Financial Group opened a new position in Carter Bankshares (CARE) in Q2 2026: 7,148 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

20 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

Allegheny Financial Group held 7,148 shares of Carter Bankshares worth $243K as of Q2 2026.
Carter Bankshares was a new Allegheny Financial Group position in Q2 2026.
Carter Bankshares made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #262 holding.
20 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.