Security National Bank’s Carter's CRI Stock Holding History

Security National Bank’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 Q3	–	Sell	-1,821	Closed	-$54.9K	–	381
2025 Q2	$54.9K	Buy	1,821 +137	+8%	+$4.64K	0.01%	212
2025 Q1	$68.9K	Buy	+1,684	New	+$81K	0.01%	193

Other funds holding CRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Security National Bank's CRI Position: Q3 2025 in Review

Security National Bank sold out of Carter's (CRI) in Q3 2025, closing a stake of 1,821 shares — an estimated $54.9K sold.

Security National Bank first reported a position in CRI in Q1 2025 and held it in 2 quarters. The position peaked at $68.9K in Q1 2025. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

Security National Bank reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
Security National Bank sold 1,821 Carter's shares in Q3 2025, an estimated $54.9K.
Security National Bank first reported a position in Carter's in Q1 2025 and held it in 2 quarters.
Security National Bank's Carter's position peaked at $68.9K in Q1 2025.
248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.