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JFS Wealth Advisors’s Carter's CRI Stock Holding History

JFS Wealth Advisors’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 		$247 Buy
+6
New +$227 ﹤0.01% 2106
2025
Q1 		– Sell
-5
Closed -$271 – 1947
2024
Q4 		$271 Sell
5
-21
-81% -$1.2K ﹤0.01% 1834
2024
Q3 		$1.69K Buy
26
+3
+13% +$193 ﹤0.01% 1557
2024
Q2 		$1.43K Sell
23
-5
-18% -$347 ﹤0.01% 1558
2024
Q1 		$2.37K Hold
28
– – ﹤0.01% 1380
2023
Q4 		$2.1K Sell
28
-1
-3% -$69 ﹤0.01% 1410
2023
Q3 		$2.01K Buy
29
+9
+45% +$643 ﹤0.01% 1358
2023
Q2 		$1.45K Sell
20
-1
-5% -$68 ﹤0.01% 1497
2023
Q1 		$1.51K Sell
21
-5
-19% -$383 ﹤0.01% 1463
2022
Q4 		$1.94K Buy
26
+9
+53% +$645 ﹤0.01% 1387
2022
Q3 		$1K Buy
17
+4
+31% +$306 ﹤0.01% 1520
2022
Q2 		$1K Sell
13
-12
-48% -$966 ﹤0.01% 1494
2022
Q1 		$2K Buy
25
+15
+150% +$1.41K ﹤0.01% 1393
2021
Q4 		$1K Buy
+10
New +$1.02K ﹤0.01% 1308

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

JFS Wealth Advisors's CRI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Carter's (CRI) in Q2 2026: 6 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #2106 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CRI as recently as Q4 2024.

JFS Wealth Advisors first reported a position in CRI in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.37K in Q1 2024. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of Carter's worth $247 as of Q2 2026.
  • Carter's was a new JFS Wealth Advisors position in Q2 2026.
  • Carter's made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2106 holding.
  • JFS Wealth Advisors first reported a position in Carter's in Q4 2021 and has held it in 14 quarters since.
  • JFS Wealth Advisors's Carter's position peaked at $2.37K in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.