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Larson Financial Group’s Carter Bankshares CARE Stock Holding History

Larson Financial Group’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 		$42.3K Buy
1,244
+5
+0.4% +$135 ﹤0.01% 1591
2026
Q1 		$28.9K Hold
1,239
– – ﹤0.01% 1650
2025
Q4 		$24.4K Hold
1,239
– – ﹤0.01% 1600
2025
Q3 		$24K Hold
1,239
– – ﹤0.01% 1532
2025
Q2 		$21.5K Sell
1,239
-30
-2% -$475 ﹤0.01% 1456
2025
Q1 		$20.5K Buy
1,269
+30
+2% +$514 ﹤0.01% 1355
2024
Q4 		$21.8K Hold
1,239
– – ﹤0.01% 1183
2024
Q3 		$21.5K Hold
1,239
– – ﹤0.01% 1179
2024
Q2 		$18.7K Hold
1,239
– – ﹤0.01% 1071
2024
Q1 		$15.7K Hold
1,239
– – ﹤0.01% 944
2023
Q4 		$18.5K Hold
1,239
– – ﹤0.01% 871
2023
Q3 		$15.5K Hold
1,239
– – ﹤0.01% 883
2023
Q2 		$18.3K Hold
1,239
– – ﹤0.01% 763
2023
Q1 		$17.3K Hold
1,239
– – ﹤0.01% 778
2022
Q4 		$20.6K Hold
1,239
– – ﹤0.01% 686
2022
Q3 		$20K Hold
1,239
– – ﹤0.01% 631
2022
Q2 		$16K Hold
1,239
– – ﹤0.01% 591
2022
Q1 		$22K Hold
1,239
– – ﹤0.01% 509
2021
Q4 		$19K Buy
+1,239
New +$18.7K ﹤0.01% 549

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

Larson Financial Group's CARE Position: Q2 2026 in Review

Larson Financial Group increased its Carter Bankshares (CARE) stake by 0.4% in Q2 2026, buying an estimated $135 and bringing the position to 1,244 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Larson Financial Group first reported a position in CARE in Q4 2021 and has held it in 19 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Larson Financial Group held 1,244 shares of Carter Bankshares worth $42.3K as of Q2 2026.
  • Larson Financial Group bought 5 Carter Bankshares shares in Q2 2026, an estimated $135.
  • Carter Bankshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1591 holding.
  • Larson Financial Group first reported a position in Carter Bankshares in Q4 2021 and has held it in 19 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

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