Creative Planning
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Creative Planning’s Carter Bankshares CARE Stock Holding History

Creative Planning’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 		$3.28M Buy
96,464
+37,071
+62% +$1M ﹤0.01% 1714
2026
Q1 		$1.39M Buy
59,393
+19,169
+48% +$400K ﹤0.01% 2203
2025
Q4 		$791K Buy
40,224
+3,121
+8% +$58.2K ﹤0.01% 2473
2025
Q3 		$720K Buy
37,103
+18,088
+95% +$337K ﹤0.01% 2409
2025
Q2 		$330K Buy
+19,015
New +$301K ﹤0.01% 2824
2023
Q4 		– Sell
-376
Closed -$4.71K – 2801
2023
Q3 		$4.71K Buy
+376
New +$5.4K ﹤0.01% 2728

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's CARE Position: Q2 2026 in Review

Creative Planning increased its Carter Bankshares (CARE) stake by 62% in Q2 2026, buying an estimated $1M and bringing the position to 96,464 shares worth $3.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Creative Planning first reported a position in CARE in Q3 2023 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Creative Planning held 96,464 shares of Carter Bankshares worth $3.28M as of Q2 2026.
  • Creative Planning bought 37,071 Carter Bankshares shares in Q2 2026, an estimated $1M.
  • Carter Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1714 holding.
  • Creative Planning first reported a position in Carter Bankshares in Q3 2023 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.