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Alteri Wealth’s CSX Corp CSX Stock Holding History

Alteri 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 		$462K Sell
9,712
-2,448
-20% -$111K 0.13% 180
2026
Q1 		$499K Sell
12,160
-1,573
-11% -$61.6K 0.16% 160
2025
Q4 		$498K Buy
13,733
+1,081
+9% +$38.7K 0.16% 156
2025
Q3 		$449K Buy
+12,652
New +$432K 0.15% 157
2025
Q1 		– Sell
-8,623
Closed -$278K – 255
2024
Q4 		$278K Buy
+8,623
New +$296K 0.08% 191

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Alteri Wealth's CSX Position: Q2 2026 in Review

Alteri Wealth reduced its CSX Corp (CSX) stake by 20% in Q2 2026, selling an estimated $111K and leaving 9,712 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #180.

Alteri Wealth first reported a position in CSX in Q4 2024 and has held it in 5 quarters since. The position peaked at $499K in Q1 2026. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Alteri Wealth held 9,712 shares of CSX Corp worth $462K as of Q2 2026.
  • Alteri Wealth sold 2,448 CSX Corp shares in Q2 2026, an estimated $111K.
  • CSX Corp made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #180 holding.
  • Alteri Wealth first reported a position in CSX Corp in Q4 2024 and has held it in 5 quarters since.
  • Alteri Wealth's CSX Corp position peaked at $499K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.