CI
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CX Institutional’s Carter's CRI Stock Holding History

CX Institutional’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
Q3 		$2K Hold
75
– – ﹤0.01% 1546
2026
Q2 		$3K Buy
75
+1
+1% +$38 ﹤0.01% 1416
2026
Q1 		$3K Sell
74
-66
-47% -$2.4K ﹤0.01% 1397
2025
Q4 		$5K Sell
140
-563
-80% -$17.6K ﹤0.01% 1264
2025
Q3 		$20K Sell
703
-133,516
-99% -$3.83M ﹤0.01% 1097
2025
Q2 		$4.04M Buy
134,219
+72,573
+118% +$2.46M 0.14% 151
2025
Q1 		$2.52M Buy
+61,646
New +$2.96M 0.1% 173

Other funds holding CRI

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

CX Institutional's CRI Position: Q3 2026 in Review

CX Institutional held its Carter's (CRI) position steady in Q3 2026 at 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

CX Institutional first reported a position in CRI in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.04M in Q2 2025. 9 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • CX Institutional held 75 shares of Carter's worth $2K as of Q3 2026.
  • CX Institutional left its Carter's share count unchanged in Q3 2026.
  • Carter's made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1546 holding.
  • CX Institutional first reported a position in Carter's in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Carter's position peaked at $4.04M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.