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Carter Financial Group’s Ford F Stock Holding History

Carter Financial Group’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,690
Closed -$123K – 139
2026
Q1 		$123K Buy
+10,690
New +$141K 0.08% 122
2025
Q3 		– Sell
-14,773
Closed -$158K – 123
2025
Q2 		$158K Buy
+14,773
New +$150K 0.1% 109

Other funds holding F

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Carter Financial Group's F Position: Q2 2026 in Review

Carter Financial Group sold out of Ford (F) in Q2 2026, closing a stake of 10,690 shares — an estimated $123K sold.

Carter Financial Group first reported a position in F in Q2 2025 and held it in 2 quarters. The position peaked at $158K in Q2 2025. 767 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Carter Financial Group reported no remaining Ford position as of Q2 2026 after selling out during the quarter.
  • Carter Financial Group sold 10,690 Ford shares in Q2 2026, an estimated $123K.
  • Carter Financial Group first reported a position in Ford in Q2 2025 and held it in 2 quarters.
  • Carter Financial Group's Ford position peaked at $158K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.