Superior Planning, LLC’s CSX Corp CSX Stock Holding History

Superior Planning, 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 Q3	$17.2K	Buy	+370	New	+$18.3K	0.01%	748

Other funds holding CSX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's CSX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CSX Corp (CSX) in Q3 2026: 370 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #748 among its holdings.

1,525 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Superior Planning, LLC held 370 shares of CSX Corp worth $17.2K as of Q3 2026.
CSX Corp was a new Superior Planning, LLC position in Q3 2026.
CSX Corp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #748 holding.
1,525 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.