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Ethic Inc’s Carter Bankshares CARE Stock Holding History

Ethic Inc’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 		$225K Buy
+6,627
New +$179K ﹤0.01% 1242

Other funds holding CARE

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
RYA
Richard Young Associates Augusta, Georgia $150M AUM
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Ethic Inc's CARE Position: Q2 2026 in Review

Ethic Inc opened a new position in Carter Bankshares (CARE) in Q2 2026: 6,627 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings.

27 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Ethic Inc held 6,627 shares of Carter Bankshares worth $225K as of Q2 2026.
  • Carter Bankshares was a new Ethic Inc position in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1242 holding.
  • 27 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.