First Western Trust Bank

Bank

Position in CARR — CARRIER GLOBAL Corp

CIK 1513189 Denver, CO

Position in CARR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$563,914

+$131,003 QoQ

Shares Held

7,688

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#825

of 1,624 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

First Western Trust Bank holds $563,914 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	7,688	$563,914

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,914	7,688	0.0%	Shares	Sole	2026-07-29
2026-03-31	$432,911	7,688	0.0%	Shares	Sole	2026-05-12
2025-12-31	$406,233	7,688	-23.3%	Shares	Sole	2026-02-12
2025-09-30	$598,074	10,018	0.0%	Shares	Sole	2025-11-14
2025-06-30	$733,217	10,018	0.0%	Shares	Sole	2025-08-08
2025-03-31	$635,141	10,018	+0.5%	Shares	Sole	2025-05-12
2024-12-31	$680,688	9,972	+30.5%	Shares	Sole	2025-02-13
2024-09-30	$615,104	7,642	0.0%	Shares	Sole	2024-11-07
2024-06-30	$482,057	7,642	0.0%	Shares	Sole	2024-08-05
2024-03-31	$444,229	7,642	-1.0%	Shares	Sole	2024-05-16
2023-12-31	$443,341	7,717	-3.7%	Shares	Sole	2024-02-07
2023-09-30	$442,538	8,017	-4.1%	Shares	Sole	2023-11-14
2023-06-30	$415,575	8,360	-1.0%	Shares	Sole	2023-08-11
2023-03-31	$386,313	8,444	0.0%	Shares	Sole	2023-05-15
2022-12-31	$348,315	8,444	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$302,153	8,497	-1.2%	Shares	Sole	2022-11-09
2022-06-30	$306,569	8,597	-3.4%	Shares	Sole	2022-08-12
2022-03-31	$408,151	8,898	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.