Nations Financial Group’s Carlisle Companies CSL Stock Holding History

Nations 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 Q2	$413K	Buy	1,139 +42	+4%	+$14.7K	0.02%	583
2026 Q1	$366K	Sell	1,097 -54	-5%	-$19.7K	0.02%	613
2025 Q4	$368K	Sell	1,151 -84	-7%	-$27.2K	0.02%	583
2025 Q3	$406K	Buy	1,235 +13	+1%	+$4.96K	0.03%	525
2025 Q2	$456K	Sell	1,222 -29	-2%	-$10.8K	0.03%	474
2025 Q1	$426K	Sell	1,251 -287	-19%	-$103K	0.03%	463
2024 Q4	$568K	Buy	+1,538	New	+$670K	0.04%	404
2020 Q2	–	Sell	-1,909	Closed	-$239K	–	271
2020 Q1	$239K	Buy	1,909 +9	+0.5%	+$1.33K	0.1%	225
2019 Q4	$307K	Buy	1,900 +6	+0.3%	+$925	0.11%	229
2019 Q3	$288K	Buy	+1,894	New	+$266K	0.1%	237

Other funds holding CSL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Nations Financial Group's CSL Position: Q2 2026 in Review

Nations Financial Group increased its Carlisle Companies (CSL) stake by 3.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,139 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #583.

Nations Financial Group first reported a position in CSL in Q3 2019 and has held it in 10 quarters since. The position peaked at $568K in Q4 2024. 190 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Nations Financial Group held 1,139 shares of Carlisle Companies worth $413K as of Q2 2026.
Nations Financial Group bought 42 Carlisle Companies shares in Q2 2026, an estimated $14.7K.
Carlisle Companies made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #583 holding.
Nations Financial Group first reported a position in Carlisle Companies in Q3 2019 and has held it in 10 quarters since.
Nations Financial Group's Carlisle Companies position peaked at $568K in Q4 2024.
190 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.