Position in CARR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$221,810
New position
Shares Held
3,024
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,229
of 1,624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Bison Wealth, LLC holds $499,126 across 2 Building Products & Equipment names. CARR ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
1,898 | $277,316 | |
| 2 | CARR |
CARRIER GLOBAL Corp
This page
|
3,024 | $221,810 |
All Filings in CARR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,810 | 3,024 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||