Root Financial Partners’s Carter's CRI Stock Holding History

Root Financial Partners’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	$1.4K	Buy	39 +29	+290%	+$1.05K	﹤0.01%	2465
2025 Q4	$324	Buy	+10	New	+$312	﹤0.01%	2256

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's CRI Position: Q1 2026 in Review

Root Financial Partners increased its Carter's (CRI) stake by 290% in Q1 2026, buying an estimated $1.05K and bringing the position to 39 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Root Financial Partners first reported a position in CRI in Q4 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

Root Financial Partners held 39 shares of Carter's worth $1.4K as of Q1 2026.
Root Financial Partners bought 29 Carter's shares in Q1 2026, an estimated $1.05K.
Carter's made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2465 holding.
Root Financial Partners first reported a position in Carter's in Q4 2025 and has held it in 2 quarters since.
275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.