Massachusetts Financial Services’s Carter Bankshares CARE Stock Holding History

Massachusetts Financial Services’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	$2.29M	Buy	+67,266	New	+$1.82M	﹤0.01%	828

Other funds holding CARE

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

RYA

Richard Young Associates Augusta, Georgia $150M AUM

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Massachusetts Financial Services's CARE Position: Q2 2026 in Review

Massachusetts Financial Services opened a new position in Carter Bankshares (CARE) in Q2 2026: 67,266 shares worth $2.29M. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

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

Massachusetts Financial Services held 67,266 shares of Carter Bankshares worth $2.29M as of Q2 2026.
Carter Bankshares was a new Massachusetts Financial Services position in Q2 2026.
Carter Bankshares made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #828 holding.
31 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.