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Allegheny Financial Group’s Carlisle Companies CSL Stock Holding History

Allegheny 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 		$262K Hold
723
– – 0.03% 253
2026
Q1 		$241K Sell
723
-1
-0.1% -$364 0.03% 253
2025
Q4 		$232K Buy
+724
New +$235K 0.03% 251
2024
Q4 		– Sell
-764
Closed -$344K – 236
2024
Q3 		$344K Buy
764
+23
+3% +$9.51K 0.08% 179
2024
Q2 		$300K Sell
741
-116
-14% -$46.7K 0.09% 174
2024
Q1 		$336K Buy
857
+9
+1% +$3.05K 0.1% 156
2023
Q4 		$265K Hold
848
– – 0.09% 175
2023
Q3 		$220K Buy
+848
New +$227K 0.08% 173

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 $3.38T AUM 44.17% 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

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

Allegheny Financial Group held its Carlisle Companies (CSL) position steady in Q2 2026 at 723 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #253.

Allegheny Financial Group first reported a position in CSL in Q3 2023 and has held it in 8 quarters since. The position peaked at $344K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Allegheny Financial Group held 723 shares of Carlisle Companies worth $262K as of Q2 2026.
  • Allegheny Financial Group left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #253 holding.
  • Allegheny Financial Group first reported a position in Carlisle Companies in Q3 2023 and has held it in 8 quarters since.
  • Allegheny Financial Group's Carlisle Companies position peaked at $344K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

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