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Partners in Financial Planning’s Carter Bankshares CARE Stock Holding History

Partners in Financial Planning’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
Q1 		$292K Sell
12,520
-342
-3% -$7.14K 0.05% 102
2025
Q4 		$253K Sell
12,862
-1,685
-12% -$31.4K 0.04% 103
2025
Q3 		$282K Hold
14,547
– – 0.05% 98
2025
Q2 		$252K Hold
14,547
– – 0.05% 97
2025
Q1 		$235K Hold
14,547
– – 0.05% 94
2024
Q4 		$256K Sell
14,547
-1,106
-7% -$20.3K 0.05% 94
2024
Q3 		$272K Sell
15,653
-1,890
-11% -$31.1K 0.05% 91
2024
Q2 		$265K Hold
17,543
– – 0.06% 90
2024
Q1 		$222K Sell
17,543
-4,757
-21% -$64.8K 0.05% 98
2023
Q4 		$334K Sell
22,300
-1,788
-7% -$22.5K 0.08% 76
2023
Q3 		$302K Hold
24,088
– – 0.08% 78
2023
Q2 		$356K Sell
24,088
-1,930
-7% -$27.3K 0.09% 69
2023
Q1 		$364K Buy
26,018
+7,313
+39% +$118K 0.1% 67
2022
Q4 		$307K Hold
18,705
– – 0.09% 72
2022
Q3 		$343K Hold
18,705
– – 0.1% 66
2022
Q2 		$319K Hold
18,705
– – 0.1% 75
2022
Q1 		$326K Sell
18,705
-1,870
-9% -$30.1K 0.1% 67
2021
Q4 		$323K Buy
20,575
+5,690
+38% +$85.7K 0.1% 69
2021
Q3 		$212K Hold
14,885
– – 0.07% 90
2021
Q2 		$186K Buy
+14,885
New +$208K 0.06% 92

Other funds holding CARE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Partners in Financial Planning's CARE Position: Q1 2026 in Review

Partners in Financial Planning reduced its Carter Bankshares (CARE) stake by 2.7% in Q1 2026, selling an estimated $7.14K and leaving 12,520 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #102.

Partners in Financial Planning first reported a position in CARE in Q2 2021 and has held it in 20 quarters since. The position peaked at $364K in Q1 2023. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Partners in Financial Planning held 12,520 shares of Carter Bankshares worth $292K as of Q1 2026.
  • Partners in Financial Planning sold 342 Carter Bankshares shares in Q1 2026, an estimated $7.14K.
  • Carter Bankshares made up 0.05% of Partners in Financial Planning's portfolio in Q1 2026, its #102 holding.
  • Partners in Financial Planning first reported a position in Carter Bankshares in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Carter Bankshares position peaked at $364K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.