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

Merit 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
2025
Q3 		– Sell
-8,356
Closed -$252K – 1809
2025
Q2 		$252K Buy
+8,356
New +$283K ﹤0.01% 1427
2025
Q1 		– Sell
-5,369
Closed -$291K – 1410
2024
Q4 		$291K Buy
+5,369
New +$308K 0.01% 937

Other funds holding CRI

RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Merit Financial Group's CRI Position: Q3 2025 in Review

Merit Financial Group sold out of Carter's (CRI) in Q3 2025, closing a stake of 8,356 shares — an estimated $252K sold.

Merit Financial Group first reported a position in CRI in Q4 2024 and held it in 2 quarters. The position peaked at $291K in Q4 2024. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

  • Merit Financial Group reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 8,356 Carter's shares in Q3 2025, an estimated $252K.
  • Merit Financial Group first reported a position in Carter's in Q4 2024 and held it in 2 quarters.
  • Merit Financial Group's Carter's position peaked at $291K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.