Atomi Financial Group
CSL icon

Atomi Financial Group’s Carlisle Companies CSL Stock Holding History

Atomi 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 		$277K Buy
859
+96
+13% +$33.4K 0.01% 1096
2026
Q2 		$277K Buy
763
+79
+12% +$27.7K 0.01% 1076
2026
Q1 		$228K Buy
+684
New +$249K 0.01% 1093
2025
Q4 		– Sell
-708
Closed -$233K – 1224
2025
Q3 		$233K Buy
708
+41
+6% +$15.6K 0.01% 1033
2025
Q2 		$249K Buy
+667
New +$248K 0.01% 922
2024
Q4 		– Sell
-520
Closed -$234K – 977
2024
Q3 		$234K Sell
520
-29
-5% -$12K 0.01% 786
2024
Q2 		$222K Buy
+549
New +$221K 0.02% 701

Other funds holding CSL

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Atomi Financial Group increased its Carlisle Companies (CSL) stake by 13% in Q3 2026, buying an estimated $33.4K and bringing the position to 859 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1096.

Atomi Financial Group first reported a position in CSL in Q2 2024 and has held it in 7 quarters since. The position peaked at $277K in Q2 2026. 440 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Atomi Financial Group held 859 shares of Carlisle Companies worth $277K as of Q3 2026.
  • Atomi Financial Group bought 96 Carlisle Companies shares in Q3 2026, an estimated $33.4K.
  • Carlisle Companies made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #1096 holding.
  • Atomi Financial Group first reported a position in Carlisle Companies in Q2 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Carlisle Companies position peaked at $277K in Q2 2026.
  • 440 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.