Carr Financial Group Corp
All 13F Filings
- Location
- Worcester, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 434,391
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 182 | 434,391 | 13F-HR | Carr Financial Group Corp |
| Q1 2026 | 5/12/2026 | 174 | 379,052 | 13F-HR | Carr Financial Group Corp |
| Q4 2025 | 1/9/2026 | 187 | 376,194 | 13F-HR | Carr Financial Group Corp |
| Q3 2025 | 10/8/2025 | 188 | 364,204 | 13F-HR | Carr Financial Group Corp |
| Q2 2025 | 7/15/2025 | 187 | 338,891 | 13F-HR | Carr Financial Group Corp |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.28 K | 20.6% | 11.93 K | 0 | 11.93 K |
| ETFs | 345.1 K | 79.4% | 43.4 K | 0 | 43.4 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
434,391
Holdings
182
QoQ value change ($000)
55,339
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.