Carter Financial Group
CSL icon

Carter Financial Group’s Carlisle Companies CSL Stock Holding History

Carter 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 		– Sell
-606
Closed -$220K – 135
2026
Q2 		$220K Buy
606
+2
+0.3% +$701 0.11% 125
2026
Q1 		$202K Buy
+604
New +$220K 0.12% 119
2025
Q3 		– Sell
-599
Closed -$223K – 122
2025
Q2 		$223K Buy
+599
New +$222K 0.15% 99

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Carter Financial Group sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 606 shares — an estimated $220K sold.

Carter Financial Group first reported a position in CSL in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2025. 360 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Carter Financial Group reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
  • Carter Financial Group sold 606 Carlisle Companies shares in Q3 2026, an estimated $220K.
  • Carter Financial Group first reported a position in Carlisle Companies in Q2 2025 and held it in 3 quarters.
  • Carter Financial Group's Carlisle Companies position peaked at $223K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.