CFSG
CARR icon

Community Financial Services Group’s Carrier Global CARR Stock Holding History

Community Financial Services Group’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.3K Hold
1,072
– – 0.01% 193
2026
Q1 		$61K Buy
+1,072
New +$63.5K 0.01% 178

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Community Financial Services Group's CARR Position: Q2 2026 in Review

Community Financial Services Group held its Carrier Global (CARR) position steady in Q2 2026 at 1,072 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #193.

Community Financial Services Group first reported a position in CARR in Q1 2026 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Community Financial Services Group held 1,072 shares of Carrier Global worth $77.3K as of Q2 2026.
  • Community Financial Services Group left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #193 holding.
  • Community Financial Services Group first reported a position in Carrier Global in Q1 2026 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.