FFA
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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
Q3 		$6.61K Buy
221
+76
+52% +$2.44K ﹤0.01% 4855
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's CARE Position: Q3 2026 in Review

Farther Finance Advisors increased its Carter Bankshares (CARE) stake by 52% in Q3 2026, buying an estimated $2.44K and bringing the position to 221 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #4855.

Farther Finance Advisors first reported a position in CARE in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.9K in Q1 2026. 4 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

  • Farther Finance Advisors held 221 shares of Carter Bankshares worth $6.61K as of Q3 2026.
  • Farther Finance Advisors bought 76 Carter Bankshares shares in Q3 2026, an estimated $2.44K.
  • Carter Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4855 holding.
  • Farther Finance Advisors first reported a position in Carter Bankshares in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Carter Bankshares position peaked at $20.9K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.