AUB
CARE icon

Atlantic Union Bankshares’s Carter Bankshares CARE Stock Holding History

Atlantic Union Bankshares’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 		$9.12K Hold
268
– – ﹤0.01% 1353
2026
Q1 		$6.25K Hold
268
– – ﹤0.01% 1387
2025
Q4 		$5.27K Hold
268
– – ﹤0.01% 1373
2025
Q3 		$5.2K Buy
+268
New +$5K ﹤0.01% 1364

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

Atlantic Union Bankshares's CARE Position: Q2 2026 in Review

Atlantic Union Bankshares held its Carter Bankshares (CARE) position steady in Q2 2026 at 268 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Atlantic Union Bankshares first reported a position in CARE in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Atlantic Union Bankshares held 268 shares of Carter Bankshares worth $9.12K as of Q2 2026.
  • Atlantic Union Bankshares left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1353 holding.
  • Atlantic Union Bankshares first reported a position in Carter Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.