FineMark National Bank & Trust’s Carlisle Companies CSL Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$208K	Hold	650	–	–	0.01%	423
2025 Q3	$214K	Hold	650	–	–	0.01%	422
2025 Q2	$243K	Sell	650 -225	-26%	-$83.5K	0.01%	404
2025 Q1	$298K	Sell	875 -50	-5%	-$17.9K	0.01%	358
2024 Q4	$341K	Hold	925	–	–	0.01%	333
2024 Q3	$416K	Hold	925	–	–	0.01%	308
2024 Q2	$375K	Sell	925 -150	-14%	-$60.4K	0.01%	313
2024 Q1	$421K	Sell	1,075 -150	-12%	-$50.9K	0.02%	300
2023 Q4	$383K	Hold	1,225	–	–	0.02%	302
2023 Q3	$318K	Hold	1,225	–	–	0.01%	321
2023 Q2	$314K	Hold	1,225	–	–	0.01%	336
2023 Q1	$277K	Sell	1,225 -215	-15%	-$52.3K	0.01%	349
2022 Q4	$339K	Hold	1,440	–	–	0.02%	305
2022 Q3	$404K	Sell	1,440 -10	-0.7%	-$2.87K	0.02%	280
2022 Q2	$346K	Sell	1,450 -9	-0.6%	-$2.24K	0.02%	315
2022 Q1	$359K	Buy	1,459 +10	+0.7%	+$2.34K	0.01%	333
2021 Q4	$360K	Buy	1,449 +9	+0.6%	+$2.07K	0.01%	352
2021 Q3	$286K	Hold	1,440	–	–	0.01%	371
2021 Q2	$276K	Buy	+1,440	New	+$268K	0.01%	391
2015 Q4	–	Sell	-35	Closed	-$3K	–	1381
2015 Q3	$3K	Buy	+35	New	+$3.5K	﹤0.01%	1166
2013 Q3	–	Sell	-39	Closed	-$2K	–	1538
2013 Q2	$2K	Buy	+39	New	+$2.55K	﹤0.01%	1247

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FineMark National Bank & Trust's CSL Position: Q4 2025 in Review

FineMark National Bank & Trust held its Carlisle Companies (CSL) position steady in Q4 2025 at 650 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #423.

FineMark National Bank & Trust first reported a position in CSL in Q2 2013 and has held it in 21 quarters since. The position peaked at $421K in Q1 2024. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

FineMark National Bank & Trust held 650 shares of Carlisle Companies worth $208K as of Q4 2025.
FineMark National Bank & Trust left its Carlisle Companies share count unchanged in Q4 2025.
Carlisle Companies made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #423 holding.
FineMark National Bank & Trust first reported a position in Carlisle Companies in Q2 2013 and has held it in 21 quarters since.
FineMark National Bank & Trust's Carlisle Companies position peaked at $421K in Q1 2024.
772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.