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Farther Finance Advisors’s Carlisle Companies CSL Stock Holding History

Farther Finance Advisors’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 		$571K Buy
1,771
+102
+6% +$35.4K ﹤0.01% 1489
2026
Q2 		$606K Buy
1,669
+37
+2% +$13K ﹤0.01% 1422
2026
Q1 		$547K Buy
1,632
+2
+0.1% +$728 0.01% 1336
2025
Q4 		$521K Buy
1,630
+137
+9% +$44.4K 0.01% 1286
2025
Q3 		$491K Buy
1,493
+466
+45% +$178K 0.01% 1077
2025
Q2 		$384K Buy
1,027
+414
+68% +$154K 0.01% 1046
2025
Q1 		$211K Buy
613
+453
+283% +$162K 0.01% 1204
2024
Q4 		$59K Buy
160
+78
+95% +$34K ﹤0.01% 1574
2024
Q3 		$36.8K Sell
82
-127
-61% -$52.5K ﹤0.01% 1803
2024
Q2 		$83.1K Buy
209
+159
+318% +$64.1K ﹤0.01% 1208
2024
Q1 		$19.8K Sell
50
-27
-35% -$9.16K ﹤0.01% 1498
2023
Q4 		$24.2K Buy
77
+71
+1,183% +$19.6K ﹤0.01% 1281
2023
Q3 		$1.56K Buy
+6
New +$1.61K ﹤0.01% 1947
2023
Q2 		– Sell
-3
Closed -$678 – 2512
2023
Q1 		$678 Sell
3
-136
-98% -$33.1K ﹤0.01% 1930
2022
Q4 		$32.8K Buy
+139
New +$35.8K 0.01% 591

Other funds holding CSL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors's CSL Position: Q3 2026 in Review

Farther Finance Advisors increased its Carlisle Companies (CSL) stake by 6.1% in Q3 2026, buying an estimated $35.4K and bringing the position to 1,771 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Farther Finance Advisors first reported a position in CSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $606K in Q2 2026. 25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Farther Finance Advisors held 1,771 shares of Carlisle Companies worth $571K as of Q3 2026.
  • Farther Finance Advisors bought 102 Carlisle Companies shares in Q3 2026, an estimated $35.4K.
  • Carlisle Companies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1489 holding.
  • Farther Finance Advisors first reported a position in Carlisle Companies in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Carlisle Companies position peaked at $606K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.