Carter Financial Group
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Carter Financial Group’s SpaceX SPCX Stock Holding History

Carter Financial Group’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.31M Buy
8,708
+899
+12% +$124K 0.67% 35
2026
Q2 		$1.33M Buy
+7,809
New +$1.33M 0.69% 34

Other funds holding SPCX

Gigafund Management Company
Gigafund Management Company Austin, Texas $19.1B AUM 50.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
K5 Global Advisor
K5 Global Advisor Miami Beach, Florida $4.02B AUM
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Liberty Street Advisors
Liberty Street Advisors New York $463M AUM 54.67% 1-Year Est. Return

Carter Financial Group's SPCX Position: Q3 2026 in Review

Carter Financial Group increased its SpaceX (SPCX) stake by 12% in Q3 2026, buying an estimated $124K and bringing the position to 8,708 shares worth $1.31M. The position accounts for 0.67% of the portfolio, ranked #35.

Carter Financial Group first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.33M in Q2 2026. 1,438 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Carter Financial Group held 8,708 shares of SpaceX worth $1.31M as of Q3 2026.
  • Carter Financial Group bought 899 SpaceX shares in Q3 2026, an estimated $124K.
  • SpaceX made up 0.67% of Carter Financial Group's portfolio in Q3 2026, its #35 holding.
  • Carter Financial Group first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • Carter Financial Group's SpaceX position peaked at $1.33M in Q2 2026.
  • 1,438 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.