SYM Financial Corp’s Carrier Global CARR Stock Holding History

SYM Financial Corp’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 Q3	$271K	Buy	+4,935	New	+$306K	0.02%	314

Other funds holding CARR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

SYM Financial Corp's CARR Position: Q3 2026 in Review

SYM Financial Corp opened a new position in Carrier Global (CARR) in Q3 2026: 4,935 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings.

912 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

SYM Financial Corp held 4,935 shares of Carrier Global worth $271K as of Q3 2026.
Carrier Global was a new SYM Financial Corp position in Q3 2026.
Carrier Global made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #314 holding.
912 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.