Canandaigua National Trust of Florida’s Carlisle Companies CSL Stock Holding History

Canandaigua National Trust of Florida’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	$654K	Buy	+2,029	New	+$705K	0.36%	74

Other funds holding CSL

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Canandaigua National Trust of Florida's CSL Position: Q3 2026 in Review

Canandaigua National Trust of Florida opened a new position in Carlisle Companies (CSL) in Q3 2026: 2,029 shares worth $654K. The stake represents 0.36% of the portfolio and ranks #74 among its holdings.

25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Canandaigua National Trust of Florida held 2,029 shares of Carlisle Companies worth $654K as of Q3 2026.
Carlisle Companies was a new Canandaigua National Trust of Florida position in Q3 2026.
Carlisle Companies made up 0.36% of Canandaigua National Trust of Florida's portfolio in Q3 2026, its #74 holding.
25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q3 2026, filed 7 Oct 2026.