Cambridge Investment Research Advisors
CARE icon

Cambridge Investment Research Advisors’s Carter Bankshares CARE Stock Holding History

Cambridge Investment Research Advisors’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 		$290K Buy
+8,523
New +$231K ﹤0.01% 3234

Other funds holding CARE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
RYA
Richard Young Associates Augusta, Georgia $150M AUM
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cambridge Investment Research Advisors's CARE Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in Carter Bankshares (CARE) in Q2 2026: 8,523 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #3234 among its holdings.

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

  • Cambridge Investment Research Advisors held 8,523 shares of Carter Bankshares worth $290K as of Q2 2026.
  • Carter Bankshares was a new Cambridge Investment Research Advisors position in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3234 holding.
  • 27 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.