B. Riley Wealth Advisors, Inc.

Position in CARR — CARRIER GLOBAL Corp

CIK 1464811 MEMPHIS, TN

Position in CARR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$356,774

+$156,141 QoQ

Shares Held

4,864

+28.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,011

of 1,624 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $3,387,074 across 4 Building Products & Equipment names. CARR ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	16,606	$2,426,302
2	CARR	CARRIER GLOBAL Corp This page	4,864	$356,774
3	TT	Trane Technologies plc	709	$348,232
4	OC	Owens Corning	1,609	$255,766

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,774	4,864	+28.1%	Shares	Sole	2026-07-14
2025-12-31	$200,633	3,797	-8.8%	Shares	Sole	2026-02-17
2025-09-30	$248,531	4,163	-38.1%	Shares	Sole	2025-10-31
2025-06-30	$491,983	6,722	-41.9%	Shares	Sole	2025-08-19
2024-12-31	$789,222	11,562	-18.3%	Shares	Sole	2025-02-25
2024-09-30	$1,138,772	14,148	-1.8%	Shares	Sole	2024-12-13
2024-06-30	$908,667	14,405	-64.4%	Shares	Sole	2024-08-19
2024-03-31	$2,350,137	40,429	+203.3%	Shares	Sole	2024-05-16
2023-12-31	$765,751	13,329	-67.0%	Shares	Sole	2024-03-15
2023-09-30	$2,231,680	40,429	+168.6%	Shares	Sole	2023-12-01
2023-06-30	$748,334	15,054	-22.7%	Shares	Sole	2023-07-27
2023-03-31	$891,347	19,483	-25.5%	Shares	Sole	2023-05-17
2022-12-31	$1,078,728	26,151	-11.2%	Shares	Sole	2023-03-15
2022-09-30	$1,046,886	29,440	+25.9%	Shares	Other	2022-11-22
2022-06-30	$834,051	23,389	-2.1%	Shares	Other	2022-08-12
2022-03-31	$1,095,971	23,893	-1.0%	Shares	Other	2022-05-02
2021-12-31	$1,309,245	24,138	-10.8%	Shares	Other	2022-01-28
2021-09-30	$1,400,263	27,053	-4.7%	Shares	Other	2021-11-16
2021-06-30	$1,378,976	28,374	+12.8%	Shares	Other	2021-08-10
2021-03-31	$1,061,579	25,144	+11.3%	Shares	Other	2021-05-13
2020-12-31	$851,906	22,585	-0.2%	Shares	Other	2021-02-04
2020-09-30	$690,967	22,625	+27.0%	Shares	Other	2020-11-09
2020-06-30	$395,826	17,814	—	Shares	Other	2020-07-31
No filing history on record for this holder in this stock.