Advertisement
Screener

Kingsview Wealth Management, LLC Last Quarter Change: Foreign Funds, Sold Out

Kingsview Wealth Management, LLC quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Kingsview Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1791965): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
DAVIDSON KEMPNER CAPITAL MANAGEMENT LPUnited States$7.328B233
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCUnited States$7.316B515
Canoe Financial LPCanada$7.336B119
LBP AM SAFrance$7.314B476
GENDELL JEFFREY LUnited States$7.342B176
Stephens Investment Management Group LLCUnited States$7.295B173
Groupe la FrancaiseFrance$7.293B536
Composition Wealth, LLCUnited States$7.286B891
DRW Securities, LLCUnited States$7.206B1,242
Union Bancaire Privee, UBP SASwitzerland$7.193B487