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Park Square Financial Group’s Carlisle Companies CSL Stock Holding History

Park Square 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
2025
Q3 		– Sell
-10
Closed -$3.73K – 410
2025
Q2 		$3.73K Sell
10
-17
-63% -$6.31K ﹤0.01% 783
2025
Q1 		$9.19K Hold
27
– – 0.01% 617
2024
Q4 		$9.96K Buy
+27
New +$11.8K 0.01% 585

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Park Square Financial Group's CSL Position: Q3 2025 in Review

Park Square Financial Group sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 10 shares — an estimated $3.73K sold.

Park Square Financial Group first reported a position in CSL in Q4 2024 and held it in 3 quarters. The position peaked at $9.96K in Q4 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Park Square Financial Group reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 10 Carlisle Companies shares in Q3 2025, an estimated $3.73K.
  • Park Square Financial Group first reported a position in Carlisle Companies in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Carlisle Companies position peaked at $9.96K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.