NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in CARR — CARRIER GLOBAL Corp

CIK 1109767 CEDAR RAPIDS, IA

Position in CARR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$212,201

New position

Shares Held

2,893

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,243

of 1,618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $3,709,928 across 4 Building Products & Equipment names. CARR ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	4,893	$2,403,245
2	JCI	Johnson Controls International plc	4,663	$681,310
3	CSL	Carlisle Companies Inc	1,139	$413,172
4	CARR	CARRIER GLOBAL Corp This page	2,893	$212,201

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,201	2,893	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.