Kingsview Wealth Management’s Carter Bankshares CARE Stock Holding History

Kingsview Wealth 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	$1.12M	Buy	32,894 +797	+2%	+$21.6K	0.01%	720
2026 Q1	$749K	Sell	32,097 -1,000	-3%	-$20.9K	0.01%	770
2025 Q4	$651K	Sell	33,097 -1,000	-3%	-$18.6K	0.01%	763
2025 Q3	$662K	Sell	34,097 -1,002	-3%	-$18.7K	0.01%	720
2025 Q2	$609K	Sell	35,099 -1,000	-3%	-$15.8K	0.01%	708
2025 Q1	$584K	Hold	36,099	–	–	0.01%	681
2024 Q4	$635K	Buy	+36,099	New	+$664K	0.01%	669

Other funds holding CARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Kingsview Wealth Management's CARE Position: Q2 2026 in Review

Kingsview Wealth Management increased its Carter Bankshares (CARE) stake by 2.5% in Q2 2026, buying an estimated $21.6K and bringing the position to 32,894 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #720.

Kingsview Wealth Management first reported a position in CARE in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold CARE as of Q2 2026.

Kingsview Wealth Management held 32,894 shares of Carter Bankshares worth $1.12M as of Q2 2026.
Kingsview Wealth Management bought 797 Carter Bankshares shares in Q2 2026, an estimated $21.6K.
Carter Bankshares made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #720 holding.
Kingsview Wealth Management first reported a position in Carter Bankshares in Q4 2024 and has held it in 7 quarters since.
163 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.