SevenBridge Financial Group’s Carlisle Companies CSL Stock Holding History

SevenBridge 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 Q1	$1.31M	Hold	3,719	–	–	0.21%	101
2025 Q4	$1.3M	Hold	3,719	–	–	0.21%	102
2025 Q3	$1.19M	Hold	3,719	–	–	0.2%	109
2025 Q2	$1.43M	Hold	3,719	–	–	0.25%	104
2025 Q1	$1.49M	Hold	3,719	–	–	0.29%	102
2024 Q4	$1.33M	Hold	3,719	–	–	0.25%	99
2024 Q3	$1.69M	Hold	3,719	–	–	0.33%	81
2024 Q2	$1.42M	Hold	3,719	–	–	0.32%	85
2024 Q1	$1.48M	Hold	3,719	–	–	0.34%	79
2023 Q4	$1.16M	Hold	3,719	–	–	0.27%	87
2023 Q3	$964K	Hold	3,719	–	–	0.25%	96
2023 Q2	$954K	Hold	3,719	–	–	0.25%	96
2023 Q1	$841K	Hold	3,719	–	–	0.23%	97
2022 Q4	$876K	Hold	3,719	–	–	0.26%	92
2022 Q3	$1.04M	Hold	3,719	–	–	0.35%	74
2022 Q2	$887K	Hold	3,719	–	–	0.36%	71
2022 Q1	$915K	Hold	3,719	–	–	0.32%	73
2021 Q4	$923K	Sell	3,719 -800	-18%	-$184K	0.28%	85
2021 Q3	$898K	Hold	4,519	–	–	0.3%	85
2021 Q2	$865K	Hold	4,519	–	–	0.28%	90
2021 Q1	$744K	Hold	4,519	–	–	0.27%	91
2020 Q4	$706K	Sell	4,519 -1,000	-18%	-$140K	0.28%	90
2020 Q3	$675K	Hold	5,519	–	–	0.31%	80
2020 Q2	$660K	Hold	5,519	–	–	0.33%	74
2020 Q1	$691K	Hold	5,519	–	–	0.4%	65
2019 Q4	$893K	Sell	5,519 -100	-2%	-$15.4K	0.23%	73
2019 Q3	$818K	Sell	5,619 -1,000	-15%	-$140K	0.43%	62
2019 Q2	$929K	Hold	6,619	–	–	0.33%	66
2019 Q1	$812K	Hold	6,619	–	–	0.3%	72
2018 Q4	$665K	Hold	6,619	–	–	0.41%	66
2018 Q3	$806K	Hold	6,619	–	–	0.43%	66
2018 Q2	$717K	Sell	6,619 -1,000	-13%	-$106K	0.4%	70
2018 Q1	$795K	Sell	7,619 -100	-1%	-$11K	0.46%	68
2017 Q4	$877K	Sell	7,719 -45	-0.6%	-$4.91K	0.49%	64
2017 Q3	$779K	Sell	7,764 -5	-0.1%	-$484	0.45%	67
2017 Q2	$741K	Sell	7,769 -2,000	-20%	-$202K	0.45%	69
2017 Q1	$1.01M	Hold	9,769	–	–	0.67%	47
2016 Q4	$1.02M	Hold	9,769	–	–	0.74%	42
2016 Q3	$1.02M	Sell	9,769 -2,400	-20%	-$251K	0.75%	42
2016 Q2	$1.29M	Buy	+12,169	New	+$1.24M	0.9%	36

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SevenBridge Financial Group's CSL Position: Q1 2026 in Review

SevenBridge Financial Group held its Carlisle Companies (CSL) position steady in Q1 2026 at 3,719 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #101.

SevenBridge Financial Group first reported a position in CSL in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.69M in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

SevenBridge Financial Group held 3,719 shares of Carlisle Companies worth $1.31M as of Q1 2026.
SevenBridge Financial Group left its Carlisle Companies share count unchanged in Q1 2026.
Carlisle Companies made up 0.21% of SevenBridge Financial Group's portfolio in Q1 2026, its #101 holding.
SevenBridge Financial Group first reported a position in Carlisle Companies in Q2 2016 and has held it in 40 quarters since.
SevenBridge Financial Group's Carlisle Companies position peaked at $1.69M in Q3 2024.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.