Albion Financial Group
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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
Q3 		– Sell
-27
Closed -$9.8K – 803
2026
Q2 		$9.8K 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

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Albion Financial Group's CSL Position: Q3 2026 in Review

Albion Financial Group sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 27 shares — an estimated $9.8K sold.

Albion Financial Group first reported a position in CSL in Q4 2025 and held it in 2 quarters. The position peaked at $9.8K in Q2 2026. 148 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Albion Financial Group reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
  • Albion Financial Group sold 27 Carlisle Companies shares in Q3 2026, an estimated $9.8K.
  • Albion Financial Group first reported a position in Carlisle Companies in Q4 2025 and held it in 2 quarters.
  • Albion Financial Group's Carlisle Companies position peaked at $9.8K in Q2 2026.
  • 148 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.