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 Q2	–	Sell	-39	Closed	-$1.4K	–	1019
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's CRI Position: Q2 2026 in Review

Root Financial Partners sold out of Carter's (CRI) in Q2 2026, closing a stake of 39 shares — an estimated $1.4K sold.

Root Financial Partners first reported a position in CRI in Q4 2025 and held it in 2 quarters. The position peaked at $1.4K in Q1 2026. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

Root Financial Partners reported no remaining Carter's position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 39 Carter's shares in Q2 2026, an estimated $1.4K.
Root Financial Partners first reported a position in Carter's in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Carter's position peaked at $1.4K in Q1 2026.
287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.