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Farther Finance Advisors’s Carter Bankshares CARE Stock Holding History

Farther Finance 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 		$4.93K Sell
145
-748
-84% -$20.2K ﹤0.01% 4811
2026
Q1 		$20.9K Buy
893
+60
+7% +$1.25K ﹤0.01% 3628
2025
Q4 		$16.4K Buy
833
+134
+19% +$2.5K ﹤0.01% 3571
2025
Q3 		$13.6K Buy
699
+698
+69,800% +$13K ﹤0.01% 3276
2025
Q2 		$17 Hold
1
– – ﹤0.01% 4436
2025
Q1 		$16 Hold
1
– – ﹤0.01% 4201
2024
Q4 		$18 Hold
1
– – ﹤0.01% 3937
2024
Q3 		$17 Hold
1
– – ﹤0.01% 3930
2024
Q2 		$15 Hold
1
– – ﹤0.01% 3766
2024
Q1 		$12 Hold
1
– – ﹤0.01% 3560
2023
Q4 		$15 Buy
+1
New +$13 ﹤0.01% 3480

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

Farther Finance Advisors's CARE Position: Q2 2026 in Review

Farther Finance Advisors reduced its Carter Bankshares (CARE) stake by 84% in Q2 2026, selling an estimated $20.2K and leaving 145 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #4811.

Farther Finance Advisors first reported a position in CARE in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.9K in Q1 2026. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Farther Finance Advisors held 145 shares of Carter Bankshares worth $4.93K as of Q2 2026.
  • Farther Finance Advisors sold 748 Carter Bankshares shares in Q2 2026, an estimated $20.2K.
  • Carter Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4811 holding.
  • Farther Finance Advisors first reported a position in Carter Bankshares in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Carter Bankshares position peaked at $20.9K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.