Focus Partners Wealth
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Focus Partners Wealth’s Carter's CRI Stock Holding History

Focus Partners Wealth’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 		$867K Buy
21,066
+2,301
+12% +$87.1K ﹤0.01% 1703
2026
Q1 		$671K Buy
18,765
+2,514
+15% +$91.4K ﹤0.01% 1788
2025
Q4 		$527K Buy
+16,251
New +$507K ﹤0.01% 1927
2025
Q3 		– Sell
-6,981
Closed -$210K – 2226
2025
Q2 		$210K Buy
+6,981
New +$237K ﹤0.01% 1841
2025
Q1 		– Sell
-6,311
Closed -$342K – 1932
2024
Q4 		$342K Buy
+6,311
New +$362K ﹤0.01% 1491

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Focus Partners Wealth's CRI Position: Q2 2026 in Review

Focus Partners Wealth increased its Carter's (CRI) stake by 12% in Q2 2026, buying an estimated $87.1K and bringing the position to 21,066 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Focus Partners Wealth first reported a position in CRI in Q4 2024 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Focus Partners Wealth held 21,066 shares of Carter's worth $867K as of Q2 2026.
  • Focus Partners Wealth bought 2,301 Carter's shares in Q2 2026, an estimated $87.1K.
  • Carter's made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1703 holding.
  • Focus Partners Wealth first reported a position in Carter's in Q4 2024 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.