Position in TT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$812,869
+$157,337 QoQ
Shares Held
1,655
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#948
of 1,802 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Western Financial Corp/CA holds $1,507,914 across 2 Building Products & Equipment names. TT ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
1,655 | $812,869 | |
| 2 | JCI |
Johnson Controls International plc
|
4,757 | $695,045 |
All Filings in TT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,869 | 1,655 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $655,532 | 1,573 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $674,872 | 1,734 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $730,834 | 1,732 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $767,217 | 1,754 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $741,224 | 2,200 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $848,396 | 2,297 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $914,292 | 2,352 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||