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Pinnacle Wealth Planning Services’s Carter Bankshares CARE Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$36.1K Hold
1,548
– – ﹤0.01% 1376
2025
Q4 		$30.4K Buy
+1,548
New +$28.8K ﹤0.01% 1509
2021
Q1 		– Sell
-3,184
Closed -$34K – 603
2020
Q4 		$34K Buy
+3,184
New +$27.1K 0.01% 951

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's CARE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Carter Bankshares (CARE) position steady in Q1 2026 at 1,548 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Pinnacle Wealth Planning Services first reported a position in CARE in Q4 2020 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,548 shares of Carter Bankshares worth $36.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Carter Bankshares share count unchanged in Q1 2026.
  • Carter Bankshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1376 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carter Bankshares in Q4 2020 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.