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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's CRI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Carter's (CRI) in Q1 2026: 106 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CRI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CRI in Q2 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 106 shares of Carter's worth $3.79K as of Q1 2026.
  • Carter's was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Carter's made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1493 holding.
  • Twin Peaks Wealth Advisors first reported a position in Carter's in Q2 2025 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.