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Allied Private Wealth’s CSX Corp CSX Stock Holding History

Allied Private Wealth’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 		$36.7K Buy
+754
New +$34K 0.02% 287

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Allied Private Wealth's CSX Position: Q2 2026 in Review

Allied Private Wealth opened a new position in CSX Corp (CSX) in Q2 2026: 754 shares worth $36.7K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings.

1,991 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Allied Private Wealth held 754 shares of CSX Corp worth $36.7K as of Q2 2026.
  • CSX Corp was a new Allied Private Wealth position in Q2 2026.
  • CSX Corp made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #287 holding.
  • 1,991 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.