Physician Wealth Advisors’s Carter Bankshares CARE Stock Holding History

Physician Wealth 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	$2.96K	Buy	+87	New	+$2.35K	﹤0.01%	1334
2025 Q4	–	Sell	-43	Closed	-$835	–	2054
2025 Q3	$835	Hold	43	–	–	﹤0.01%	1673
2025 Q2	$746	Buy	+43	New	+$680	﹤0.01%	1581

Other funds holding CARE

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Physician Wealth Advisors's CARE Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Carter Bankshares (CARE) in Q2 2026: 87 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CARE as recently as Q3 2025.

Physician Wealth Advisors first reported a position in CARE in Q2 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

Physician Wealth Advisors held 87 shares of Carter Bankshares worth $2.96K as of Q2 2026.
Carter Bankshares was a new Physician Wealth Advisors position in Q2 2026.
Carter Bankshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1334 holding.
Physician Wealth Advisors first reported a position in Carter Bankshares in Q2 2025 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.