Root Financial Partners
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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
Q3 		$5.6K Buy
+179
New +$6.4K ﹤0.01% 2187
2026
Q2 		– Sell
-39
Closed -$1.4K – 1019
2026
Q1 		$1.4K Buy
39
+29
+290% +$1.06K ﹤0.01% 2465
2025
Q4 		$324 Buy
+10
New +$312 ﹤0.01% 2256

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Root Financial Partners's CRI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Carter's (CRI) in Q3 2026: 179 shares worth $5.6K. The stake represents ﹤0.01% of the portfolio and ranks #2187 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CRI as recently as Q1 2026.

Root Financial Partners first reported a position in CRI in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • Root Financial Partners held 179 shares of Carter's worth $5.6K as of Q3 2026.
  • Carter's was a new Root Financial Partners position in Q3 2026.
  • Carter's made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2187 holding.
  • Root Financial Partners first reported a position in Carter's in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.