Integrated Wealth Concepts’s Carter Bankshares CARE Stock Holding History

Integrated Wealth Concepts’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	$270K	Buy	+7,946	New	+$215K	﹤0.01%	2149

Other funds holding CARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's CARE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Carter Bankshares (CARE) in Q2 2026: 7,946 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings.

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

Integrated Wealth Concepts held 7,946 shares of Carter Bankshares worth $270K as of Q2 2026.
Carter Bankshares was a new Integrated Wealth Concepts position in Q2 2026.
Carter Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2149 holding.
163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.