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Richard Young Associates’s Carter Bankshares CARE Stock Holding History

Richard Young Associates’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 		$832K Sell
24,471
-743
-3% -$20.1K 0.55% 11
2026
Q1 		$588K Sell
25,214
-1,467
-5% -$30.6K 0.45% 12
2025
Q4 		$525K Buy
+26,681
New +$497K 0.41% 13

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

Richard Young Associates's CARE Position: Q2 2026 in Review

Richard Young Associates reduced its Carter Bankshares (CARE) stake by 2.9% in Q2 2026, selling an estimated $20.1K and leaving 24,471 shares worth $832K. The position accounts for 0.55% of the portfolio, ranked #11.

Richard Young Associates first reported a position in CARE in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Richard Young Associates held 24,471 shares of Carter Bankshares worth $832K as of Q2 2026.
  • Richard Young Associates sold 743 Carter Bankshares shares in Q2 2026, an estimated $20.1K.
  • Carter Bankshares made up 0.55% of Richard Young Associates's portfolio in Q2 2026, its #11 holding.
  • Richard Young Associates first reported a position in Carter Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Richard Young Associates's 13F filing for Q2 2026, filed 27 Jul 2026.