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Albion Financial Group’s Carlisle Companies CSL Stock Holding History

Albion Financial Group’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.79K Buy
+27
New +$9.46K ﹤0.01% 435
2026
Q1 		– Sell
-5
Closed -$1.6K – 747
2025
Q4 		$1.6K Buy
+5
New +$1.62K ﹤0.01% 565

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Albion Financial Group's CSL Position: Q2 2026 in Review

Albion Financial Group opened a new position in Carlisle Companies (CSL) in Q2 2026: 27 shares worth $9.79K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Albion Financial Group previously reported a position in CSL as recently as Q4 2025.

Albion Financial Group first reported a position in CSL in Q4 2025 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Albion Financial Group held 27 shares of Carlisle Companies worth $9.79K as of Q2 2026.
  • Carlisle Companies was a new Albion Financial Group position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #435 holding.
  • Albion Financial Group first reported a position in Carlisle Companies in Q4 2025 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.