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Smartleaf Asset Management’s Carter Bankshares CARE Stock Holding History

Smartleaf Asset 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
Q2 		$2.43K Hold
73
– – ﹤0.01% 2902
2026
Q1 		$1.69K Sell
73
-4
-5% -$83 ﹤0.01% 3002
2025
Q4 		$1.51K Buy
77
+36
+88% +$671 ﹤0.01% 3070
2025
Q3 		$797 Hold
41
– – ﹤0.01% 2783
2025
Q2 		$715 Hold
41
– – ﹤0.01% 2532
2025
Q1 		$669 Hold
41
– – ﹤0.01% 2652
2024
Q4 		$724 Hold
41
– – ﹤0.01% 2725
2024
Q3 		$706 Buy
+41
New +$674 ﹤0.01% 2733

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

Smartleaf Asset Management's CARE Position: Q2 2026 in Review

Smartleaf Asset Management held its Carter Bankshares (CARE) position steady in Q2 2026 at 73 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Smartleaf Asset Management first reported a position in CARE in Q3 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

  • Smartleaf Asset Management held 73 shares of Carter Bankshares worth $2.43K as of Q2 2026.
  • Smartleaf Asset Management left its Carter Bankshares share count unchanged in Q2 2026.
  • Carter Bankshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2902 holding.
  • Smartleaf Asset Management first reported a position in Carter Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.