Jones Financial Companies
CRI icon

Jones Financial Companies’s Carter's CRI Stock Holding History

Jones Financial Companies’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 		$11.6K Buy
268
+51
+24% +$1.93K ﹤0.01% 3734
2026
Q1 		$7.56K Sell
217
-2,334
-91% -$84.9K ﹤0.01% 3684
2025
Q4 		$82.7K Sell
2,551
-1
-0% -$31 ﹤0.01% 2288
2025
Q3 		$74.5K Buy
2,552
+250
+11% +$7.17K ﹤0.01% 2202
2025
Q2 		$69.2K Buy
2,302
+13
+0.6% +$441 ﹤0.01% 2094
2025
Q1 		$92.6K Buy
2,289
+1,783
+352% +$85.8K ﹤0.01% 1804
2024
Q4 		$27.4K Buy
506
+270
+114% +$15.5K ﹤0.01% 2117
2024
Q3 		$15.7K Buy
236
+231
+4,620% +$14.8K ﹤0.01% 2043
2024
Q2 		$314 Buy
+5
New +$347 ﹤0.01% 2368
2022
Q3 		– Sell
-8
Closed -$1K – 570
2022
Q2 		$1K Buy
+8
New +$644 ﹤0.01% 627
2021
Q2 		– Sell
-19
Closed -$2K – 654
2021
Q1 		$2K Buy
+19
New +$1.76K ﹤0.01% 727

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

Jones Financial Companies's CRI Position: Q2 2026 in Review

Jones Financial Companies increased its Carter's (CRI) stake by 24% in Q2 2026, buying an estimated $1.93K and bringing the position to 268 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3734.

Jones Financial Companies first reported a position in CRI in Q1 2021 and has held it in 11 quarters since. The position peaked at $92.6K in Q1 2025. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Jones Financial Companies held 268 shares of Carter's worth $11.6K as of Q2 2026.
  • Jones Financial Companies bought 51 Carter's shares in Q2 2026, an estimated $1.93K.
  • Carter's made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3734 holding.
  • Jones Financial Companies first reported a position in Carter's in Q1 2021 and has held it in 11 quarters since.
  • Jones Financial Companies's Carter's position peaked at $92.6K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.