Kingsview Wealth Management, LLC
Position in CARE — Carter Bankshares, Inc.
CIK 1791965
GRANTS PASS, OR
Position in CARE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,118,724
+$370,222 QoQ
Shares Held
32,894
+2.5% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 163 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $30,980,306 across 23 Banks - Regional names. CARE ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
172,620 | $8,599,928 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
20,241 | $4,983,739 | |
| 3 | RF |
Regions Financial Corp
|
128,662 | $3,885,592 | |
| 4 | USB |
US Bancorp De
|
53,189 | $3,212,615 | |
| 5 | FITB |
Fifth Third Bancorp
|
28,027 | $1,579,881 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
25,144 | $1,152,349 | |
| 7 | CARE |
Carter Bankshares, Inc.
This page
|
32,894 | $1,118,724 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
56,890 | $1,008,659 |
All Filings in CARE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,724 | 32,894 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $748,502 | 32,097 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $650,687 | 33,097 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $661,822 | 34,097 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $608,616 | 35,099 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $584,081 | 36,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $634,981 | 36,099 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||