Mackenzie Financial
CARE icon

Mackenzie Financial’s Carter Bankshares CARE Stock Holding History

Mackenzie Financial’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
Q3 		– Sell
-89,923
Closed -$3.06M – 1546
2026
Q2 		$3.06M Buy
+89,923
New +$2.43M ﹤0.01% 950
2025
Q2 		– Sell
-50,069
Closed -$810K – 1720
2025
Q1 		$810K Buy
50,069
+22,039
+79% +$378K ﹤0.01% 1037
2024
Q4 		$493K Buy
+28,030
New +$515K ﹤0.01% 1181

Other funds holding CARE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Richard Young Associates
Richard Young Associates Augusta, Georgia $155M AUM 17.76% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Mackenzie Financial's CARE Position: Q3 2026 in Review

Mackenzie Financial sold out of Carter Bankshares (CARE) in Q3 2026, closing a stake of 89,923 shares — an estimated $3.06M sold.

Mackenzie Financial first reported a position in CARE in Q4 2024 and held it in 3 quarters. The position peaked at $3.06M in Q2 2026. 41 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

  • Mackenzie Financial reported no remaining Carter Bankshares position as of Q3 2026 after selling out during the quarter.
  • Mackenzie Financial sold 89,923 Carter Bankshares shares in Q3 2026, an estimated $3.06M.
  • Mackenzie Financial first reported a position in Carter Bankshares in Q4 2024 and held it in 3 quarters.
  • Mackenzie Financial's Carter Bankshares position peaked at $3.06M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.