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Carter Bankshares shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Carter Bankshares (CARE) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Carter Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Carter Bankshares held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carter Bankshares by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $662k 34k 19.41
2025-06-30 $609k 35k 17.34
2025-03-31 $584k 36k 16.18
2024-12-31 $635k 36k 17.59

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View all positions for Kingsview Wealth Management

Top funds holding Carter Bankshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
Fourthstone
Geode Capital Management
State Street Corporation
Kennedy Capital Management
American Century Companies
Petiole USA
Sandler O'Neill Asset Management
Goldman Sachs Group
Morgan Stanley
Hotchkis and Wiley Capital Management
Huber Capital Management
Northern Trust

View all funds holding Carter Bankshares