Retirement Wealth Solutions
CRI icon

Retirement Wealth Solutions’s Carter's CRI Stock Holding History

Retirement Wealth Solutions’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
Q3 		– Sell
-5
Closed -$206 – 912
2026
Q2 		$206 Hold
5
– – ﹤0.01% 774
2026
Q1 		$179 Sell
5
-18
-78% -$655 ﹤0.01% 784
2025
Q4 		$746 Buy
23
+3
+15% +$94 ﹤0.01% 629
2025
Q3 		$565 Buy
+20
New +$574 ﹤0.01% 681

Other funds holding CRI

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Retirement Wealth Solutions's CRI Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of Carter's (CRI) in Q3 2026, closing a stake of 5 shares — an estimated $206 sold.

Retirement Wealth Solutions first reported a position in CRI in Q3 2025 and held it in 4 quarters. The position peaked at $746 in Q4 2025. 42 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining Carter's position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 5 Carter's shares in Q3 2026, an estimated $206.
  • Retirement Wealth Solutions first reported a position in Carter's in Q3 2025 and held it in 4 quarters.
  • Retirement Wealth Solutions's Carter's position peaked at $746 in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.