Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CARR — CARRIER GLOBAL Corp
CIK 1694883
Westborough, MA
Position in CARR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$441,420
-$241,282 QoQ
Shares Held
6,018
-50.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#901
of 1,618 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $739,554 across 2 Building Products & Equipment names. CARR ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
6,018 | $441,420 | |
| 2 | TT |
Trane Technologies plc
|
607 | $298,134 |
All Filings in CARR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,420 | 6,018 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $682,702 | 12,124 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $330,091 | 6,247 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $369,543 | 6,190 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $461,682 | 6,308 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $437,333 | 6,898 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $452,222 | 6,625 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $536,465 | 6,665 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $456,005 | 7,229 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $412,955 | 7,104 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $409,618 | 7,130 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $396,170 | 7,177 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $386,743 | 7,780 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $354,974 | 7,759 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $365,145 | 8,852 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $323,062 | 9,085 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $322,152 | 9,034 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $459,938 | 10,027 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $572,503 | 10,555 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $588,148 | 11,363 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $543,834 | 11,190 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $460,366 | 10,904 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $346,458 | 9,185 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $269,301 | 8,818 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $195,647 | 8,805 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||