Kingsview Wealth Management, LLC CARE — CARTER BANKSHARES INC

Ownership history in Kingsview Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported CARTER BANKSHARES INC (CARE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows CARE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CARE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC's position in CARTER BANKSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CARE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CARE stock page Kingsview Wealth Management, LLC fund profile Kingsview Wealth Management, LLC full holdings
How Kingsview Wealth Management, LLC held CARE — position size vs. price
% of Fund (quarterly)    CARE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 32,097 -1,000 -3.0% 0.01% $749K 2026-05-12 $26.17
2025 Q4 REDUCED — — — 33,097 -1,000 -2.9% 0.01% $651K 2026-02-09 $21.88
2025 Q3 REDUCED — — — 34,097 -1,002 -2.9% 0.01% $662K 2025-11-12 $17.51
2025 Q2 REDUCED — — — 35,099 -1,000 -2.8% 0.01% $609K 2025-08-08 $17.34
2025 Q1 UNCHANGED — — — 36,099 — 0% 0.01% $584K 2025-05-02 $15.62
2024 Q4 INITIATED — — — 36,099 — — 0.01% $635K 2025-01-28 $17.62

🏢 Other funds also holding CARE

As of 2026 Q1 — sorted by position size

Petiole USA ltd 3Y 6.22% Fourthstone LLC 3Y 5.94% EJF Capital LP 3Y 7Y 1.62% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 1.51% Daytona Street Capital LLC 0.99% MENDON CAPITAL ADVISORS CORP 3Y 7Y 0.95% Oppenheimer & Close, LLC 3Y 7Y 0.92% Huber Capital Management LLC 3Y 7Y 0.69% Richard Young Associates, Ltd. 0.45% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.25%

FAQ About Kingsview Wealth Management, LLC and CARE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingsview Wealth Management, LLC reported owning CARE?

Kingsview Wealth Management, LLC reported CARE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CARE position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CARE was 0.01% in 2024 Q4.

What is the latest reported CARE position on this page?

The most recent filing on this page is 2026 Q1, when Kingsview Wealth Management, LLC reported 32,097 shares, equal to 0.01% of portfolio, with an estimated market value of $749K.

What does the chart on this CARE ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly CARE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kingsview Wealth Management, LLC time their CARE position?

Based on 13F filing dates vs. subsequent CARE price moves, Kingsview Wealth Management, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on CARE relative to SPY over the holding period was +42.6%.

← Back to Kingsview Wealth Management, LLC Holdings