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

Larson 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
Q1 		$3.86K Sell
108
-7
-6% -$255 ﹤0.01% 2714
2025
Q4 		$3.73K Buy
115
+54
+89% +$1.69K ﹤0.01% 2574
2025
Q3 		$1.72K Buy
61
+57
+1,425% +$1.64K ﹤0.01% 2763
2025
Q2 		$121 Buy
+4
New +$136 ﹤0.01% 3138
2025
Q1 		– Sell
-119
Closed -$6.45K – 3097
2024
Q4 		$6.45K Sell
119
-111
-48% -$6.36K ﹤0.01% 1603
2024
Q3 		$14.9K Buy
+230
New +$14.8K ﹤0.01% 1325
2021
Q1 		– Sell
-113
Closed -$11K – 839
2020
Q4 		$11K Buy
+113
New +$9.94K ﹤0.01% 475

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's CRI Position: Q1 2026 in Review

Larson Financial Group reduced its Carter's (CRI) stake by 6.1% in Q1 2026, selling an estimated $255 and leaving 108 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Larson Financial Group first reported a position in CRI in Q4 2020 and has held it in 7 quarters since. The position peaked at $14.9K in Q3 2024. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Larson Financial Group held 108 shares of Carter's worth $3.86K as of Q1 2026.
  • Larson Financial Group sold 7 Carter's shares in Q1 2026, an estimated $255.
  • Carter's made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2714 holding.
  • Larson Financial Group first reported a position in Carter's in Q4 2020 and has held it in 7 quarters since.
  • Larson Financial Group's Carter's position peaked at $14.9K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.