Fiduciary Group, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1645890 SAVANNAH, GA

Position in CARR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$650,761

+$151,179 QoQ

Shares Held

8,872

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#785

of 1,618 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fiduciary Group, LLC holds $3,325,489 across 3 Building Products & Equipment names. CARR ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc	11,926	$1,742,507
2	TT	Trane Technologies plc	1,898	$932,221
3	CARR	CARRIER GLOBAL Corp This page	8,872	$650,761

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,761	8,872	0.0%	Shares	Sole	2026-08-10
2026-03-31	$499,582	8,872	-2.3%	Shares	Sole	2026-05-11
2025-12-31	$479,628	9,077	0.0%	Shares	Sole	2026-02-12
2025-09-30	$541,896	9,077	-3.2%	Shares	Sole	2025-11-12
2025-06-30	$686,009	9,373	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$606,928	9,573	0.0%	Shares	Sole	2025-04-28
2024-12-31	$653,452	9,573	0.0%	Shares	Sole	2025-02-11
2024-09-30	$770,530	9,573	0.0%	Shares	Sole	2024-11-13
2024-06-30	$603,864	9,573	+0.1%	Shares	Sole	2024-08-08
2024-03-31	$555,897	9,563	+2.7%	Shares	Sole	2024-05-13
2023-12-31	$535,031	9,313	0.0%	Shares	Sole	2024-02-05
2023-09-30	$514,077	9,313	-4.0%	Shares	Sole	2023-11-13
2023-06-30	$482,236	9,701	0.0%	Shares	Sole	2023-07-27
2023-03-31	$443,820	9,701	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$403,301	9,777	0.0%	Shares	Sole	2023-02-07
2022-09-30	$347,670	9,777	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$354,068	9,929	-6.9%	Shares	Sole	2022-08-12
2022-03-31	$489,341	10,668	-4.1%	Shares	Sole	2022-05-13
2021-12-31	$603,148	11,120	-3.8%	Shares	Sole	2022-02-14
2021-09-30	$598,293	11,559	-0.2%	Shares	Sole	2021-10-27
2021-06-30	$563,031	11,585	+0.6%	Shares	Sole	2021-08-05
2021-03-31	$486,332	11,519	-15.3%	Shares	Sole	2021-05-03
2020-12-31	$513,067	13,602	-17.3%	Shares	Sole	2021-02-12
2020-09-30	$502,016	16,438	-54.5%	Shares	Sole	2020-11-12
2020-06-30	$802,830	36,131	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.