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Principal Securities’s Carter's CRI Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,738
Closed -$49K – 1779
2025
Q3 		$49K Buy
1,738
+1,695
+3,942% +$48.6K ﹤0.01% 1959
2025
Q2 		$1.3K Buy
43
+1
+2% +$34 ﹤0.01% 3271
2025
Q1 		$2.28K Hold
42
– – ﹤0.01% 3013
2024
Q4 		$2.28K Sell
42
-26
-38% -$1.49K ﹤0.01% 3007
2024
Q3 		$4.42K Buy
68
+6
+10% +$385 ﹤0.01% 2714
2024
Q2 		$3.84K Buy
62
+5
+9% +$347 ﹤0.01% 2725
2024
Q1 		$4.83K Sell
57
-7
-11% -$556 ﹤0.01% 2618
2023
Q4 		$4.79K Buy
+64
New +$4.44K ﹤0.01% 2545

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 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 $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's CRI Position: Q4 2025 in Review

Principal Securities sold out of Carter's (CRI) in Q4 2025, closing a stake of 1,738 shares — an estimated $49K sold.

Principal Securities first reported a position in CRI in Q4 2023 and held it in 8 quarters. The position peaked at $49K in Q3 2025. 253 funds tracked by Wall St. Rank hold CRI as of Q4 2025.

  • Principal Securities reported no remaining Carter's position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,738 Carter's shares in Q4 2025, an estimated $49K.
  • Principal Securities first reported a position in Carter's in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Carter's position peaked at $49K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Carter's as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.