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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
Q1 		$1.14K Buy
+49
New +$1.02K ﹤0.01% 2558

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

Root Financial Partners's CARE Position: Q1 2026 in Review

Root Financial Partners opened a new position in Carter Bankshares (CARE) in Q1 2026: 49 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings.

125 funds tracked by Wall St. Rank hold CARE as of Q1 2026.

  • Root Financial Partners held 49 shares of Carter Bankshares worth $1.14K as of Q1 2026.
  • Carter Bankshares was a new Root Financial Partners position in Q1 2026.
  • Carter Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2558 holding.
  • 125 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.