Bellars Harris Wealth Management, LLC’s CSX Corp CSX Stock Holding History

Bellars Harris Wealth Management, LLC’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$401K	Buy	+8,435	New	+$381K	0.08%	79

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's CSX Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in CSX Corp (CSX) in Q2 2026: 8,435 shares worth $401K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings.

1,236 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Bellars Harris Wealth Management, LLC held 8,435 shares of CSX Corp worth $401K as of Q2 2026.
CSX Corp was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
CSX Corp made up 0.08% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #79 holding.
1,236 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.