Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in CARR — CARRIER GLOBAL Corp
CIK 1748861
CONCORD, MA
Position in CARR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$247,849
-$31,516 QoQ
Shares Held
3,379
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,166
of 1,621 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $676,389 across 2 Building Products & Equipment names. CARR ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
2,933 | $428,540 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
3,379 | $247,849 |
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,849 | 3,379 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $279,365 | 5,287 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $227,547 | 3,109 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $269,627 | 3,950 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $265,134 | 3,294 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $205,383 | 3,575 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||