American Capital Advisory
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American Capital Advisory’s Carlisle Companies CSL Stock Holding History

American Capital Advisory’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
-1
Closed -$363 – 1185
2026
Q2 		$363 Buy
+1
New +$350 ﹤0.01% 1006

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Pictet Asset Management
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Bank of New York Mellon
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

American Capital Advisory's CSL Position: Q3 2026 in Review

American Capital Advisory sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 1 share — an estimated $363 sold.

American Capital Advisory first reported a position in CSL in Q2 2026 and held it in 1 quarter. The position peaked at $363 in Q2 2026. 360 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • American Capital Advisory reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
  • American Capital Advisory sold 1 Carlisle Companies share in Q3 2026, an estimated $363.
  • American Capital Advisory first reported a position in Carlisle Companies in Q2 2026 and held it in 1 quarter.
  • American Capital Advisory's Carlisle Companies position peaked at $363 in Q2 2026.
  • 360 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.