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Twin Peaks Wealth Advisors’s Carter's CRI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-106
Closed -$3.79K – 658
2026
Q1 		$3.79K Buy
+106
New +$3.85K ﹤0.01% 1493
2025
Q3 		– Sell
-79
Closed -$1.97K – 584
2025
Q2 		$1.97K Buy
+79
New +$2.68K ﹤0.01% 1629

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Twin Peaks Wealth Advisors's CRI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Carter's (CRI) in Q2 2026, closing a stake of 106 shares — an estimated $3.79K sold.

Twin Peaks Wealth Advisors first reported a position in CRI in Q2 2025 and held it in 2 quarters. The position peaked at $3.79K in Q1 2026. 287 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Carter's position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 106 Carter's shares in Q2 2026, an estimated $3.79K.
  • Twin Peaks Wealth Advisors first reported a position in Carter's in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Carter's position peaked at $3.79K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.