Cetera Investment Advisers
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Cetera Investment Advisers’s Carter Bankshares CARE Stock Holding History

Cetera Investment Advisers’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
2025
Q3 		– Sell
-19,456
Closed -$337K – 4583
2025
Q2 		$337K Sell
19,456
-30
-0.2% -$475 ﹤0.01% 3301
2025
Q1 		$315K Sell
19,486
-87
-0.4% -$1.49K ﹤0.01% 3223
2024
Q4 		$344K Hold
19,573
– – ﹤0.01% 2992
2024
Q3 		$340K Hold
19,573
– – ﹤0.01% 2962
2024
Q2 		$296K Buy
19,573
+500
+3% +$6.25K ﹤0.01% 3039
2024
Q1 		$241K Buy
+19,073
New +$260K ﹤0.01% 3219

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Cetera Investment Advisers's CARE Position: Q3 2025 in Review

Cetera Investment Advisers sold out of Carter Bankshares (CARE) in Q3 2025, closing a stake of 19,456 shares — an estimated $337K sold.

Cetera Investment Advisers first reported a position in CARE in Q1 2024 and held it in 6 quarters. The position peaked at $344K in Q4 2024. 122 funds tracked by Wall St. Rank hold CARE as of Q3 2025.

  • Cetera Investment Advisers reported no remaining Carter Bankshares position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 19,456 Carter Bankshares shares in Q3 2025, an estimated $337K.
  • Cetera Investment Advisers first reported a position in Carter Bankshares in Q1 2024 and held it in 6 quarters.
  • Cetera Investment Advisers's Carter Bankshares position peaked at $344K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.