Mercer Global Advisors
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Mercer Global Advisors’s Carter Bankshares CARE Stock Holding History

Mercer Global Advisors’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 		$508K Buy
14,942
+4,723
+46% +$128K ﹤0.01% 2280
2026
Q1 		$238K Buy
+10,219
New +$213K ﹤0.01% 2665

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

Mercer Global Advisors's CARE Position: Q2 2026 in Review

Mercer Global Advisors increased its Carter Bankshares (CARE) stake by 46% in Q2 2026, buying an estimated $128K and bringing the position to 14,942 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Mercer Global Advisors first reported a position in CARE in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Mercer Global Advisors held 14,942 shares of Carter Bankshares worth $508K as of Q2 2026.
  • Mercer Global Advisors bought 4,723 Carter Bankshares shares in Q2 2026, an estimated $128K.
  • Carter Bankshares made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2280 holding.
  • Mercer Global Advisors first reported a position in Carter Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.