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Sound Income Strategies’s Carter's CRI Stock Holding History

Sound Income Strategies’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 		$221K Sell
5,375
-171
-3% -$6.47K 0.01% 448
2026
Q1 		$197K Sell
5,546
-1,941
-26% -$70.6K 0.01% 417
2025
Q4 		$271K Buy
7,487
+673
+10% +$21K 0.01% 348
2025
Q3 		$200K Sell
6,814
-549
-7% -$15.8K 0.01% 291
2025
Q2 		$222K Sell
7,363
-229,447
-97% -$7.78M 0.01% 263
2025
Q1 		$9.69M Buy
236,810
+3,970
+2% +$191K 0.57% 57
2024
Q4 		$12.6M Buy
232,840
+57,346
+33% +$3.29M 0.78% 43
2024
Q3 		$11.4M Buy
175,494
+8,189
+5% +$526K 0.73% 49
2024
Q2 		$10.4M Buy
167,305
+67,155
+67% +$4.66M 0.65% 49
2024
Q1 		$8.48M Buy
100,150
+6,980
+7% +$554K 0.63% 52
2023
Q4 		$6.98M Buy
93,170
+6,561
+8% +$456K 0.58% 54
2023
Q3 		$5.99M Buy
86,609
+6,753
+8% +$483K 0.51% 57
2023
Q2 		$5.8M Buy
79,856
+6,196
+8% +$419K 0.6% 54
2023
Q1 		$5.3M Buy
73,660
+9,732
+15% +$745K 0.58% 55
2022
Q4 		$4.77M Buy
63,928
+6,905
+12% +$495K 0.61% 48
2022
Q3 		$3.74M Buy
57,023
+6,267
+12% +$480K 0.54% 50
2022
Q2 		$3.58M Buy
+50,756
New +$4.09M 0.48% 56

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
NWM
Nicola Wealth Management Vancouver, British Columbia, Canada $868M AUM 14.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Sound Income Strategies's CRI Position: Q2 2026 in Review

Sound Income Strategies reduced its Carter's (CRI) stake by 3.1% in Q2 2026, selling an estimated $6.47K and leaving 5,375 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #448.

Sound Income Strategies first reported a position in CRI in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.6M in Q4 2024. 108 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Sound Income Strategies held 5,375 shares of Carter's worth $221K as of Q2 2026.
  • Sound Income Strategies sold 171 Carter's shares in Q2 2026, an estimated $6.47K.
  • Carter's made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #448 holding.
  • Sound Income Strategies first reported a position in Carter's in Q2 2022 and has held it in 17 quarters since.
  • Sound Income Strategies's Carter's position peaked at $12.6M in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.