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BOK Financial Private Wealth’s Carlisle Companies CSL Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-85
Closed -$27.2K – 465
2025
Q4 		$27.2K Buy
+85
New +$27.5K ﹤0.01% 339
2025
Q2 		– Sell
-74
Closed -$25.2K – 436
2025
Q1 		$25.2K Buy
+74
New +$26.5K ﹤0.01% 321

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial Private Wealth's CSL Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 85 shares — an estimated $27.2K sold.

BOK Financial Private Wealth first reported a position in CSL in Q1 2025 and held it in 2 quarters. The position peaked at $27.2K in Q4 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 85 Carlisle Companies shares in Q1 2026, an estimated $27.2K.
  • BOK Financial Private Wealth first reported a position in Carlisle Companies in Q1 2025 and held it in 2 quarters.
  • BOK Financial Private Wealth's Carlisle Companies position peaked at $27.2K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.