Ritholtz Wealth Management’s Carter Bankshares CARE Stock Holding History

Ritholtz Wealth Management’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 Q3	$913K	Buy	+30,537	New	+$982K	0.01%	665

Other funds holding CARE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Richard Young Associates Augusta, Georgia $155M AUM 17.76% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Ritholtz Wealth Management's CARE Position: Q3 2026 in Review

Ritholtz Wealth Management opened a new position in Carter Bankshares (CARE) in Q3 2026: 30,537 shares worth $913K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings.

44 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

Ritholtz Wealth Management held 30,537 shares of Carter Bankshares worth $913K as of Q3 2026.
Carter Bankshares was a new Ritholtz Wealth Management position in Q3 2026.
Carter Bankshares made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #665 holding.
44 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.