Root Financial Partners
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
Q3 		$3.14K Buy
+105
New +$3.38K ﹤0.01% 2421
2026
Q2 		– Sell
-49
Closed -$1.14K – 858
2026
Q1 		$1.14K Buy
+49
New +$1.02K ﹤0.01% 2558

Other funds holding CARE

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's CARE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Carter Bankshares (CARE) in Q3 2026: 105 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #2421 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CARE as recently as Q1 2026.

Root Financial Partners first reported a position in CARE in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold CARE as of Q3 2026.

  • Root Financial Partners held 105 shares of Carter Bankshares worth $3.14K as of Q3 2026.
  • Carter Bankshares was a new Root Financial Partners position in Q3 2026.
  • Carter Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2421 holding.
  • Root Financial Partners first reported a position in Carter Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Carter Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.