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Chicago Partners Investment Group’s Carter's CRI Stock Holding History

Chicago Partners Investment Group’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
Q2 		$207K Sell
5,521
-97
-2% -$3.67K ﹤0.01% 1413
2026
Q1 		$218K Sell
5,618
-2,437
-30% -$88.6K ﹤0.01% 1299
2025
Q4 		$287K Buy
8,055
+52
+0.6% +$1.62K 0.01% 1063
2025
Q3 		$252K Buy
+8,003
New +$230K 0.01% 1040

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chicago Partners Investment Group's CRI Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Carter's (CRI) stake by 1.7% in Q2 2026, selling an estimated $3.67K and leaving 5,521 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Chicago Partners Investment Group first reported a position in CRI in Q3 2025 and has held it in 4 quarters since. The position peaked at $287K in Q4 2025. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Chicago Partners Investment Group held 5,521 shares of Carter's worth $207K as of Q2 2026.
  • Chicago Partners Investment Group sold 97 Carter's shares in Q2 2026, an estimated $3.67K.
  • Carter's made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1413 holding.
  • Chicago Partners Investment Group first reported a position in Carter's in Q3 2025 and has held it in 4 quarters since.
  • Chicago Partners Investment Group's Carter's position peaked at $287K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.