LightSquare Wealth Management’s Carter Bankshares CARE Stock Holding History

LightSquare Wealth 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	$500K	Buy	+14,709	New	+$398K	0.34%	58

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

LightSquare Wealth Management's CARE Position: Q2 2026 in Review

LightSquare Wealth Management opened a new position in Carter Bankshares (CARE) in Q2 2026: 14,709 shares worth $500K. The stake represents 0.34% of the portfolio and ranks #58 among its holdings.

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

LightSquare Wealth Management held 14,709 shares of Carter Bankshares worth $500K as of Q2 2026.
Carter Bankshares was a new LightSquare Wealth Management position in Q2 2026.
Carter Bankshares made up 0.34% of LightSquare Wealth Management's portfolio in Q2 2026, its #58 holding.
162 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.