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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
Q2 		$238K Buy
5,773
+4,532
+365% +$172K 0.02% 462
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Pinnacle Wealth Planning Services's CRI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Carter's (CRI) stake by 365% in Q2 2026, buying an estimated $172K and bringing the position to 5,773 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #462.

Pinnacle Wealth Planning Services first reported a position in CRI in Q4 2020 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,773 shares of Carter's worth $238K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4,532 Carter's shares in Q2 2026, an estimated $172K.
  • Carter's made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #462 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carter's in Q4 2020 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.