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Summit Trail Advisors’s Carter's CRI Stock Holding History

Summit Trail Advisors’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 		$1.13M Sell
27,438
-845
-3% -$32K 0.01% 934
2026
Q1 		$1.01M Buy
28,283
+1,805
+7% +$65.6K 0.01% 925
2025
Q4 		$859K Buy
26,478
+3,975
+18% +$124K 0.01% 893
2025
Q3 		$635K Buy
22,503
+4,820
+27% +$138K 0.01% 1008
2025
Q2 		$533K Buy
+17,683
New +$599K 0.01% 714
2018
Q1 		– Sell
-38
Closed -$5K – 702
2017
Q4 		$5K Buy
+38
New +$3.94K ﹤0.01% 1405

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Trail Advisors's CRI Position: Q2 2026 in Review

Summit Trail Advisors reduced its Carter's (CRI) stake by 3% in Q2 2026, selling an estimated $32K and leaving 27,438 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #934.

Summit Trail Advisors first reported a position in CRI in Q4 2017 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Summit Trail Advisors held 27,438 shares of Carter's worth $1.13M as of Q2 2026.
  • Summit Trail Advisors sold 845 Carter's shares in Q2 2026, an estimated $32K.
  • Carter's made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #934 holding.
  • Summit Trail Advisors first reported a position in Carter's in Q4 2017 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.