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Summit Financial’s Carlisle Companies CSL Stock Holding History

Summit Financial’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 		$2.97M Buy
8,189
+450
+6% +$158K 0.03% 502
2026
Q1 		$2.58M Buy
7,739
+730
+10% +$266K 0.03% 506
2025
Q4 		$2.24M Buy
7,009
+146
+2% +$47.3K 0.03% 465
2025
Q3 		$2.26M Sell
6,863
-16
-0.2% -$6.1K 0.03% 449
2025
Q2 		$2.57M Buy
6,879
+269
+4% +$99.9K 0.06% 256
2025
Q1 		$2.25M Buy
+6,610
New +$2.37M 0.06% 241

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's CSL Position: Q2 2026 in Review

Summit Financial increased its Carlisle Companies (CSL) stake by 5.8% in Q2 2026, buying an estimated $158K and bringing the position to 8,189 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #502.

Summit Financial first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Summit Financial held 8,189 shares of Carlisle Companies worth $2.97M as of Q2 2026.
  • Summit Financial bought 450 Carlisle Companies shares in Q2 2026, an estimated $158K.
  • Carlisle Companies made up 0.03% of Summit Financial's portfolio in Q2 2026, its #502 holding.
  • Summit Financial first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.