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Independent Financial Group’s Carter's CRI Stock Holding History

Independent Financial 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 		$617K Sell
15,000
-24,300
-62% -$920K 0.01% 892
2026
Q1 		$1.41M Hold
39,300
– – 0.03% 516
2025
Q4 		$1.27M Sell
39,300
-100
-0.3% -$3.12K 0.03% 539
2025
Q3 		$1.11M Hold
39,400
– – 0.03% 570
2025
Q2 		$1.19M Buy
39,400
+22,400
+132% +$759K 0.03% 494
2025
Q1 		$695K Buy
17,000
+1,200
+8% +$57.7K 0.02% 591
2024
Q4 		$856K Buy
+15,800
New +$905K 0.03% 521

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

Independent Financial Group's CRI Position: Q2 2026 in Review

Independent Financial Group reduced its Carter's (CRI) stake by 62% in Q2 2026, selling an estimated $920K and leaving 15,000 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #892.

Independent Financial Group first reported a position in CRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q1 2026. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Independent Financial Group held 15,000 shares of Carter's worth $617K as of Q2 2026.
  • Independent Financial Group sold 24,300 Carter's shares in Q2 2026, an estimated $920K.
  • Carter's made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #892 holding.
  • Independent Financial Group first reported a position in Carter's in Q4 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Carter's position peaked at $1.41M in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.