CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Carter's CRI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$775K Buy
21,663
+152
+0.7% +$5.53K ﹤0.01% 1743
2025
Q4 		$698K Buy
21,511
+977
+5% +$30.5K ﹤0.01% 1705
2025
Q3 		$579K Buy
+20,534
New +$589K ﹤0.01% 1720
2025
Q1 		– Sell
-10,098
Closed -$547K – 2376
2024
Q4 		$547K Buy
10,098
+6,543
+184% +$375K ﹤0.01% 1557
2024
Q3 		$231K Buy
+3,555
New +$228K ﹤0.01% 2048
2022
Q3 		– Sell
-1,042
Closed -$73K – 2472
2022
Q2 		$73K Buy
1,042
+507
+95% +$40.8K ﹤0.01% 2448
2022
Q1 		$49K Buy
535
+26
+5% +$2.44K ﹤0.01% 2784
2021
Q4 		$52K Buy
509
+207
+69% +$21.1K ﹤0.01% 2633
2021
Q3 		$29K Buy
302
+11
+4% +$1.11K ﹤0.01% 2916
2021
Q2 		$30K Buy
291
+2
+0.7% +$204 ﹤0.01% 2834
2021
Q1 		$26K Buy
289
+59
+26% +$5.46K ﹤0.01% 2834
2020
Q4 		$22K Sell
230
-101
-31% -$8.89K ﹤0.01% 2200
2020
Q3 		$29K Buy
331
+183
+124% +$15.2K ﹤0.01% 1816
2020
Q2 		$12K Buy
+148
New +$11.8K ﹤0.01% 2115

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's CRI Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Carter's (CRI) stake by 0.71% in Q1 2026, buying an estimated $5.53K and bringing the position to 21,663 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

CAPTRUST Financial Advisors first reported a position in CRI in Q2 2020 and has held it in 14 quarters since. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,663 shares of Carter's worth $775K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 152 Carter's shares in Q1 2026, an estimated $5.53K.
  • Carter's made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1743 holding.
  • CAPTRUST Financial Advisors first reported a position in Carter's in Q2 2020 and has held it in 14 quarters since.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.