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Clark Financial Services Group’s Carlisle Companies CSL Stock Holding History

Clark Financial Services 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
Q2 		$416K Sell
1,146
-24
-2% -$8.41K 0.2% 69
2026
Q1 		$390K Buy
1,170
+62
+6% +$22.6K 0.21% 71
2025
Q4 		$369K Buy
1,108
+25
+2% +$8.1K 0.2% 81
2025
Q3 		$356K Buy
1,083
+170
+19% +$64.8K 0.19% 80
2025
Q2 		$341K Buy
913
+98
+12% +$36.4K 0.21% 80
2025
Q1 		$278K Buy
815
+224
+38% +$80.3K 0.19% 81
2024
Q4 		$218K Buy
591
+67
+13% +$29.2K 0.17% 78
2024
Q3 		$236K Buy
+524
New +$217K 0.21% 66

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clark Financial Services Group's CSL Position: Q2 2026 in Review

Clark Financial Services Group reduced its Carlisle Companies (CSL) stake by 2.1% in Q2 2026, selling an estimated $8.41K and leaving 1,146 shares worth $416K. The position accounts for 0.2% of the portfolio, ranked #69.

Clark Financial Services Group first reported a position in CSL in Q3 2024 and has held it in 8 quarters since. 791 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Clark Financial Services Group held 1,146 shares of Carlisle Companies worth $416K as of Q2 2026.
  • Clark Financial Services Group sold 24 Carlisle Companies shares in Q2 2026, an estimated $8.41K.
  • Carlisle Companies made up 0.2% of Clark Financial Services Group's portfolio in Q2 2026, its #69 holding.
  • Clark Financial Services Group first reported a position in Carlisle Companies in Q3 2024 and has held it in 8 quarters since.
  • 791 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.