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Retirement Planning Group (Kansas)’s Carter Bankshares CARE Stock Holding History

Retirement Planning Group (Kansas)’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 		$512K Hold
15,044
– – 0.01% 321
2026
Q1 		$351K Buy
+15,044
New +$314K 0.01% 363

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

Retirement Planning Group (Kansas)'s CARE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its Carter Bankshares (CARE) position steady in Q2 2026 at 15,044 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #321.

Retirement Planning Group (Kansas) 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.

  • Retirement Planning Group (Kansas) held 15,044 shares of Carter Bankshares worth $512K as of Q2 2026.
  • Retirement Planning Group (Kansas) left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #321 holding.
  • Retirement Planning Group (Kansas) 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 Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.