Bare Financial Services
CSL icon

Bare Financial Services’s Carlisle Companies CSL Stock Holding History

Bare Financial Services’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 		$7.73K Sell
24
-1
-4% -$348 ﹤0.01% 731
2026
Q2 		$9.07K Buy
25
+21
+525% +$7.36K ﹤0.01% 622
2026
Q1 		$1.33K Buy
+4
New +$1.46K ﹤0.01% 1134

Other funds holding CSL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
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

Bare Financial Services's CSL Position: Q3 2026 in Review

Bare Financial Services reduced its Carlisle Companies (CSL) stake by 4% in Q3 2026, selling an estimated $348 and leaving 24 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Bare Financial Services first reported a position in CSL in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.07K in Q2 2026. 391 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Bare Financial Services held 24 shares of Carlisle Companies worth $7.73K as of Q3 2026.
  • Bare Financial Services sold 1 Carlisle Companies share in Q3 2026, an estimated $348.
  • Carlisle Companies made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #731 holding.
  • Bare Financial Services first reported a position in Carlisle Companies in Q1 2026 and has held it in 3 quarters since.
  • Bare Financial Services's Carlisle Companies position peaked at $9.07K in Q2 2026.
  • 391 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.