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IFP Advisors’s Carter Bankshares CARE Stock Holding History

IFP 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 		$1.53K Sell
45
-4
-8% -$108 ﹤0.01% 4350
2026
Q1 		$1.14K Hold
49
– – ﹤0.01% 4163
2025
Q4 		$963 Sell
49
-1
-2% -$19 ﹤0.01% 4084
2025
Q3 		$970 Buy
50
+11
+28% +$205 ﹤0.01% 3973
2025
Q2 		$850 Buy
+39
New +$617 ﹤0.01% 4273

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

IFP Advisors's CARE Position: Q2 2026 in Review

IFP Advisors reduced its Carter Bankshares (CARE) stake by 8.2% in Q2 2026, selling an estimated $108 and leaving 45 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4350.

IFP Advisors first reported a position in CARE in Q2 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • IFP Advisors held 45 shares of Carter Bankshares worth $1.53K as of Q2 2026.
  • IFP Advisors sold 4 Carter Bankshares shares in Q2 2026, an estimated $108.
  • Carter Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4350 holding.
  • IFP Advisors first reported a position in Carter Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.