Bollard Group LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1556218 BOSTON, MA

Position in CARR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,598,516

+$375,520 QoQ

Shares Held

21,793

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#539

of 1,624 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 93% None 7%

Industrials · as of Jun 30, 2026

Bollard Group LLC holds $6,325,361 across 4 Building Products & Equipment names. CARR ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAS	Masco Corp /De/	44,613	$3,630,159
2	CARR	CARRIER GLOBAL Corp This page	21,793	$1,598,516
3	JCI	Johnson Controls International plc	7,042	$1,028,906
4	TT	Trane Technologies plc	138	$67,780

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,598,516	21,793	+0.3%	Shares	Defined	2026-08-12
2026-03-31	$1,222,996	21,719	-3.3%	Shares	Defined	2026-05-14
2025-12-31	$1,186,258	22,450	+6.8%	Shares	Defined	2026-02-13
2025-09-30	$1,254,416	21,012	+5.1%	Shares	Defined	2025-11-14
2025-06-30	$1,462,848	19,987	+2.7%	Shares	Defined	2025-08-13
2025-03-31	$1,233,573	19,457	+0.2%	Shares	Defined	2025-05-15
2024-12-31	$1,325,882	19,424	+0.1%	Shares	Defined	2025-02-14
2024-09-30	$1,561,425	19,399	+0.1%	Shares	Defined	2024-11-13
2024-06-30	$1,221,922	19,371	+0.1%	Shares	Defined	2024-08-14
2024-03-31	$1,124,466	19,344	+0.2%	Shares	Defined	2024-05-13
2023-12-31	$1,109,359	19,310	+0.2%	Shares	Defined	2024-02-13
2023-09-30	$1,064,090	19,277	+0.0%	Shares	Defined	2023-11-14
2023-06-30	$958,209	19,276	+0.5%	Shares	Defined	2023-08-14
2023-03-31	$877,256	19,175	0.0%	Shares	Defined	2023-05-12
2022-12-31	$790,968	19,175	0.0%	Shares	Defined	2023-02-10
2022-09-30	$681,863	19,175	-0.8%	Shares	Defined	2022-11-09
2022-06-30	$689,521	19,336	-13.1%	Shares	Defined	2022-08-12
2022-03-31	$1,021,066	22,260	-2.0%	Shares	Defined	2022-05-12
2021-12-31	$1,232,061	22,715	+0.0%	Shares	Defined	2022-02-11
2021-09-30	$1,175,314	22,707	+0.0%	Shares	Defined	2021-11-12
2021-06-30	$1,103,220	22,700	+0.0%	Shares	Defined	2021-08-12
2021-03-31	$957,971	22,690	+0.0%	Shares	Defined	2021-05-11
2020-12-31	$855,829	22,689	-0.7%	Shares	Defined	2021-02-04
2020-09-30	$698,144	22,860	-1.2%	Shares	Defined	2020-11-12
2020-06-30	$514,370	23,149	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.