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Tompkins Financial’s Carrier Global CARR Stock Holding History

Tompkins Financial’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 		$18.2K Hold
332
– – ﹤0.01% 422
2026
Q2 		$24.4K Sell
332
-287
-46% -$18.8K ﹤0.01% 393
2026
Q1 		$34.9K Hold
619
– – ﹤0.01% 347
2025
Q4 		$32.7K Hold
619
– – ﹤0.01% 334
2025
Q3 		$37K Hold
619
– – ﹤0.01% 348
2025
Q2 		$45.3K Sell
619
-38
-6% -$2.58K ﹤0.01% 324
2025
Q1 		$41.7K Buy
657
+38
+6% +$2.52K ﹤0.01% 342
2024
Q4 		$42.3K Hold
619
– – ﹤0.01% 339
2024
Q3 		$49.8K Hold
619
– – ﹤0.01% 338
2024
Q2 		$39K Hold
619
– – ﹤0.01% 374
2024
Q1 		$36K Buy
619
+112
+22% +$6.29K ﹤0.01% 387
2023
Q4 		$29.1K Buy
507
+100
+25% +$5.29K ﹤0.01% 393
2023
Q3 		$22.5K Buy
407
+100
+33% +$5.5K ﹤0.01% 396
2023
Q2 		$15.3K Hold
307
– – ﹤0.01% 441
2023
Q1 		$14K Sell
307
-600
-66% -$26.9K ﹤0.01% 458
2022
Q4 		$37K Sell
907
-129
-12% -$5.24K 0.01% 360
2022
Q3 		$37K Buy
1,036
+129
+14% +$5.08K 0.01% 359
2022
Q2 		$33K Sell
907
-60
-6% -$2.35K 0.01% 369
2022
Q1 		$44K Sell
967
-451
-32% -$21.2K 0.01% 362
2021
Q4 		$77K Buy
1,418
+106
+8% +$5.72K 0.01% 194
2021
Q3 		$68K Buy
+1,312
New +$70.6K 0.01% 204
2021
Q1 		$55K Sell
1,312
-200
-13% -$7.78K 0.01% 246
2020
Q4 		$57K Sell
1,512
-140
-8% -$5.07K 0.01% 227
2020
Q3 		$50K Sell
1,652
-103
-6% -$2.91K 0.01% 235
2020
Q2 		$39K Buy
+1,755
New +$32.6K 0.01% 256

Other funds holding CARR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Tompkins Financial's CARR Position: Q3 2026 in Review

Tompkins Financial held its Carrier Global (CARR) position steady in Q3 2026 at 332 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Tompkins Financial first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $77K in Q4 2021. 55 funds tracked by Wall St. Rank hold CARR as of Q3 2026.

  • Tompkins Financial held 332 shares of Carrier Global worth $18.2K as of Q3 2026.
  • Tompkins Financial left its Carrier Global share count unchanged in Q3 2026.
  • Carrier Global made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #422 holding.
  • Tompkins Financial first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • Tompkins Financial's Carrier Global position peaked at $77K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Carrier Global as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.