Lazard Asset Management
CARE icon

Lazard Asset Management’s Carter Bankshares CARE Stock Holding History

Lazard Asset Management’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 		$21.8M Buy
+640,742
New +$17.3M 0.03% 325
2023
Q3 		– Sell
-3,259
Closed -$48K – 2284
2023
Q2 		$48K Hold
3,259
– – ﹤0.01% 1845
2023
Q1 		$45K Sell
3,259
-2,100
-39% -$33.9K ﹤0.01% 1834
2022
Q4 		$88K Buy
5,359
+171
+3% +$3K ﹤0.01% 1574
2022
Q3 		$83K Buy
5,188
+3,090
+147% +$48.3K ﹤0.01% 1553
2022
Q2 		$27K Buy
+2,098
New +$32.2K ﹤0.01% 2040

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lazard Asset Management's CARE Position: Q2 2026 in Review

Lazard Asset Management opened a new position in Carter Bankshares (CARE) in Q2 2026: 640,742 shares worth $21.8M. The stake represents 0.03% of the portfolio and ranks #325 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in CARE as recently as Q2 2023.

Lazard Asset Management first reported a position in CARE in Q2 2022 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Lazard Asset Management held 640,742 shares of Carter Bankshares worth $21.8M as of Q2 2026.
  • Carter Bankshares was a new Lazard Asset Management position in Q2 2026.
  • Carter Bankshares made up 0.03% of Lazard Asset Management's portfolio in Q2 2026, its #325 holding.
  • Lazard Asset Management first reported a position in Carter Bankshares in Q2 2022 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.