Carter Financial Group
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Carter Financial Group’s Seagate STX Stock Holding History

Carter Financial Group’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$354K Sell
383
-8
-2% -$6.83K 0.18% 93
2026
Q2 		$378K Buy
+391
New +$298K 0.2% 85

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

Carter Financial Group reduced its Seagate (STX) stake by 2% in Q3 2026, selling an estimated $6.83K and leaving 383 shares worth $354K. The position accounts for 0.18% of the portfolio, ranked #93.

Carter Financial Group first reported a position in STX in Q2 2026 and has held it in 2 quarters since. The position peaked at $378K in Q2 2026. 758 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Carter Financial Group held 383 shares of Seagate worth $354K as of Q3 2026.
  • Carter Financial Group sold 8 Seagate shares in Q3 2026, an estimated $6.83K.
  • Seagate made up 0.18% of Carter Financial Group's portfolio in Q3 2026, its #93 holding.
  • Carter Financial Group first reported a position in Seagate in Q2 2026 and has held it in 2 quarters since.
  • Carter Financial Group's Seagate position peaked at $378K in Q2 2026.
  • 758 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

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