RFP
CARE icon

Root Financial Partners’s Carter Bankshares CARE Stock Holding History

Root Financial Partners’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 		– Sell
-49
Closed -$1.14K – 858
2026
Q1 		$1.14K Buy
+49
New +$1.02K ﹤0.01% 2558

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

Root Financial Partners's CARE Position: Q2 2026 in Review

Root Financial Partners sold out of Carter Bankshares (CARE) in Q2 2026, closing a stake of 49 shares — an estimated $1.14K sold.

Root Financial Partners first reported a position in CARE in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 162 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Root Financial Partners reported no remaining Carter Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 Carter Bankshares shares in Q2 2026, an estimated $1.14K.
  • Root Financial Partners first reported a position in Carter Bankshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Carter Bankshares position peaked at $1.14K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.