Kingsview Wealth Management, LLC
Position in FRME — First Merchants Corp
CIK 1791965
GRANTS PASS, OR
Position in FRME
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$339,471
+$38,539 QoQ
Shares Held
7,770
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 307 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRME 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. FRME ranks #16 (1.1% 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.
|
32,894 | $1,118,724 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
56,890 | $1,008,659 |
All Filings in FRME
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,471 | 7,770 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $300,932 | 7,770 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $291,219 | 7,770 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $292,929 | 7,770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $297,591 | 7,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $314,218 | 7,770 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $309,945 | 7,770 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $289,044 | 7,770 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $258,663 | 7,770 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $271,173 | 7,770 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $288,111 | 7,770 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $216,161 | 7,770 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $219,347 | 7,770 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $256,021 | 7,770 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $319,424 | 7,770 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $302,903 | 7,831 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $278,940 | 7,831 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $323,232 | 7,770 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $331,517 | 7,914 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $329,406 | 7,873 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $328,067 | 7,873 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $367,861 | 7,911 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $295,950 | 7,911 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $214,218 | 7,770 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $205,827 | 7,770 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||