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Pinnacle Wealth Planning Services’s Carter's CRI Stock Holding History

Pinnacle Wealth Planning Services’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 		$44.4K Buy
1,241
+46
+4% +$1.67K ﹤0.01% 1263
2025
Q4 		$38.8K Buy
+1,195
New +$37.3K ﹤0.01% 1378
2021
Q1 		– Sell
-44
Closed -$4K – 704
2020
Q4 		$4K Buy
+44
New +$3.87K ﹤0.01% 1716

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

Pinnacle Wealth Planning Services's CRI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Carter's (CRI) stake by 3.8% in Q1 2026, buying an estimated $1.67K and bringing the position to 1,241 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Pinnacle Wealth Planning Services first reported a position in CRI in Q4 2020 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,241 shares of Carter's worth $44.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 46 Carter's shares in Q1 2026, an estimated $1.67K.
  • Carter's made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1263 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carter's in Q4 2020 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.