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Clearstead Advisors’s Carter Bankshares CARE Stock Holding History

Clearstead 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 		$2.35K Buy
+69
New +$1.87K ﹤0.01% 2424
2025
Q4 		– Sell
-57
Closed -$1.11K – 2821
2025
Q3 		$1.11K Sell
57
-2
-3% -$37 ﹤0.01% 2599
2025
Q2 		$1.02K Buy
+59
New +$934 ﹤0.01% 2429

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Clearstead Advisors's CARE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Carter Bankshares (CARE) in Q2 2026: 69 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #2424 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CARE as recently as Q3 2025.

Clearstead Advisors first reported a position in CARE in Q2 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Clearstead Advisors held 69 shares of Carter Bankshares worth $2.35K as of Q2 2026.
  • Carter Bankshares was a new Clearstead Advisors position in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2424 holding.
  • Clearstead Advisors first reported a position in Carter Bankshares in Q2 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.