Zions Bancorporation, National Association’s Carlisle Companies CSL Stock Holding History

Zions Bancorporation, National Association’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	$246K	Sell	679 -39	-5%	-$13.7K	0.01%	341
2026 Q1	$240K	Buy	718 +1	+0.1%	+$364	0.02%	321
2025 Q4	$229K	Sell	717 -308	-30%	-$99.8K	0.01%	409
2025 Q3	$337K	Sell	1,025 -3,381	-77%	-$1.29M	0.02%	317
2025 Q2	$1.65M	Sell	4,406 -157	-3%	-$58.3K	0.09%	187
2025 Q1	$1.55M	Buy	+4,563	New	+$1.64M	0.1%	179

Other funds holding CSL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VNIM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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

Zions Bancorporation, National Association's CSL Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Carlisle Companies (CSL) stake by 5.4% in Q2 2026, selling an estimated $13.7K and leaving 679 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #341.

Zions Bancorporation, National Association first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q2 2025. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Zions Bancorporation, National Association held 679 shares of Carlisle Companies worth $246K as of Q2 2026.
Zions Bancorporation, National Association sold 39 Carlisle Companies shares in Q2 2026, an estimated $13.7K.
Carlisle Companies made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #341 holding.
Zions Bancorporation, National Association first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Carlisle Companies position peaked at $1.65M in Q2 2025.
301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.