Kingsview Wealth Management, LLC
Position in CARE — Carter Bankshares, Inc.
CIK 1791965
GRANTS PASS, OR
Position in CARE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$748,502
+$97,815 QoQ
Shares Held
32,097
-3.0% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CARE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $26,390,431 across 21 Banks - Regional names. CARE ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
171,821 | $7,898,611 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
19,864 | $4,133,499 | |
| 3 | RF |
Regions Financial Corp
|
122,896 | $3,210,043 | |
| 4 | USB |
US Bancorp De
|
49,927 | $2,596,703 | |
| 5 | FITB |
Fifth Third Bancorp
|
33,488 | $1,555,852 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
25,141 | $1,041,340 | |
| 7 | FFIN |
First Financial Bankshares Inc
|
27,492 | $809,639 | |
| 8 | CARE |
Carter Bankshares, Inc.
This page
|
32,097 | $748,502 |
All Filings in CARE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||