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Arax Advisory Partners’s Carter Bankshares CARE Stock Holding History

Arax Advisory Partners’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 		$90.1K Buy
+2,650
New +$71.7K ﹤0.01% 2812
2025
Q4 		– Sell
-4,977
Closed -$96.6K – 4144
2025
Q3 		$96.6K Buy
+4,977
New +$92.8K ﹤0.01% 1556
2024
Q4 		– Sell
-60
Closed -$1.04K – 2479
2024
Q3 		$1.04K Hold
60
– – ﹤0.01% 2236
2024
Q2 		$908 Buy
+60
New +$751 ﹤0.01% 2200

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arax Advisory Partners's CARE Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Carter Bankshares (CARE) in Q2 2026: 2,650 shares worth $90.1K. The stake represents ﹤0.01% of the portfolio and ranks #2812 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CARE as recently as Q3 2025.

Arax Advisory Partners first reported a position in CARE in Q2 2024 and has held it in 4 quarters since. The position peaked at $96.6K in Q3 2025. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Arax Advisory Partners held 2,650 shares of Carter Bankshares worth $90.1K as of Q2 2026.
  • Carter Bankshares was a new Arax Advisory Partners position in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2812 holding.
  • Arax Advisory Partners first reported a position in Carter Bankshares in Q2 2024 and has held it in 4 quarters since.
  • Arax Advisory Partners's Carter Bankshares position peaked at $96.6K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.