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Moody National Bank Trust Division’s Carlisle Companies CSL Stock Holding History

Moody National Bank Trust Division’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 		$799K Buy
2,479
+715
+41% +$248K 0.07% 280
2026
Q2 		$640K Buy
1,764
+14
+0.8% +$4.9K 0.05% 310
2026
Q1 		$584K Buy
1,750
+29
+2% +$10.6K 0.06% 317
2025
Q4 		$550K Sell
1,721
-892
-34% -$289K 0.05% 329
2025
Q3 		$860K Buy
2,613
+273
+12% +$104K 0.07% 283
2025
Q2 		$874K Sell
2,340
-35
-1% -$13K 0.08% 271
2025
Q1 		$809K Buy
2,375
+11
+0.5% +$3.94K 0.08% 270
2024
Q4 		$872K Buy
+2,364
New +$1.03M 0.09% 264

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
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Moody National Bank Trust Division's CSL Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Carlisle Companies (CSL) stake by 41% in Q3 2026, buying an estimated $248K and bringing the position to 2,479 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #280.

Moody National Bank Trust Division first reported a position in CSL in Q4 2024 and has held it in 8 quarters since. The position peaked at $874K in Q2 2025. 27 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Moody National Bank Trust Division held 2,479 shares of Carlisle Companies worth $799K as of Q3 2026.
  • Moody National Bank Trust Division bought 715 Carlisle Companies shares in Q3 2026, an estimated $248K.
  • Carlisle Companies made up 0.07% of Moody National Bank Trust Division's portfolio in Q3 2026, its #280 holding.
  • Moody National Bank Trust Division first reported a position in Carlisle Companies in Q4 2024 and has held it in 8 quarters since.
  • Moody National Bank Trust Division's Carlisle Companies position peaked at $874K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.