Jones Financial Companies
CARE icon

Jones Financial Companies’s Carter Bankshares CARE Stock Holding History

Jones Financial Companies’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 		$672 Hold
20
– – ﹤0.01% 4697
2026
Q1 		$458 Buy
+20
New +$417 ﹤0.01% 4504

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American Century Companies
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Lazard Asset Management
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Geode Capital Management
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Acadian Asset Management
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KCM
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Goldman Sachs
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Jones Financial Companies's CARE Position: Q2 2026 in Review

Jones Financial Companies held its Carter Bankshares (CARE) position steady in Q2 2026 at 20 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #4697.

Jones Financial Companies first reported a position in CARE in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Jones Financial Companies held 20 shares of Carter Bankshares worth $672 as of Q2 2026.
  • Jones Financial Companies left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4697 holding.
  • Jones Financial Companies first reported a position in Carter Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.