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EverSource Wealth Advisors’s Carter Bankshares CARE Stock Holding History

EverSource Wealth 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 		$11.8K Sell
346
-136
-28% -$3.68K ﹤0.01% 2811
2026
Q1 		$11.2K Sell
482
-31
-6% -$647 ﹤0.01% 2848
2025
Q4 		$10.1K Sell
513
-502
-49% -$9.36K ﹤0.01% 2793
2025
Q3 		$19.7K Hold
1,015
– – ﹤0.01% 2365
2025
Q2 		$17.6K Buy
1,015
+995
+4,975% +$15.7K ﹤0.01% 2397
2025
Q1 		$324 Sell
20
-6
-23% -$103 ﹤0.01% 3588
2024
Q4 		$457 Buy
+26
New +$478 ﹤0.01% 3227

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

EverSource Wealth Advisors's CARE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Carter Bankshares (CARE) stake by 28% in Q2 2026, selling an estimated $3.68K and leaving 346 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

EverSource Wealth Advisors first reported a position in CARE in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q3 2025. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • EverSource Wealth Advisors held 346 shares of Carter Bankshares worth $11.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 136 Carter Bankshares shares in Q2 2026, an estimated $3.68K.
  • Carter Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2811 holding.
  • EverSource Wealth Advisors first reported a position in Carter Bankshares in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Carter Bankshares position peaked at $19.7K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.