IWC
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Integrated Wealth Concepts’s Carter's CRI Stock Holding History

Integrated Wealth Concepts’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 		$9.05K Buy
+220
New +$8.32K ﹤0.01% 4627

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

Integrated Wealth Concepts's CRI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Carter's (CRI) in Q2 2026: 220 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #4627 among its holdings.

287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Integrated Wealth Concepts held 220 shares of Carter's worth $9.05K as of Q2 2026.
  • Carter's was a new Integrated Wealth Concepts position in Q2 2026.
  • Carter's made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4627 holding.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

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