Ameritas Advisory Services’s CSX Corp CSX Stock Holding History

Ameritas Advisory Services’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 Q1	$420K	Sell	10,241 -662	-6%	-$25.9K	0.02%	642
2025 Q4	$395K	Buy	10,903 +5,524	+103%	+$198K	0.01%	655
2025 Q3	$191K	Sell	5,379 -2,990	-36%	-$102K	0.01%	628
2025 Q2	$273K	Sell	8,369 -3,340	-29%	-$101K	0.01%	651
2025 Q1	$360K	Buy	11,709 +459	+4%	+$14.6K	0.01%	652
2024 Q4	$363K	Buy	11,250 +5,281	+88%	+$181K	0.01%	673
2024 Q3	$206K	Sell	5,969 -5,060	-46%	-$172K	0.01%	803
2024 Q2	$369K	Sell	11,029 -1,064	-9%	-$36.1K	0.01%	670
2024 Q1	$429K	Buy	12,093 +2,753	+29%	+$100K	0.02%	594
2023 Q4	$329K	Buy	9,340 +2,545	+37%	+$81.1K	0.02%	528
2023 Q3	$209K	Buy	+6,795	New	+$215K	0.01%	741
2023 Q2	–	Sell	-12,069	Closed	-$370K	–	953
2023 Q1	$370K	Buy	12,069 +76	+0.6%	+$2.34K	0.02%	575
2022 Q4	$372K	Sell	11,993 -348	-3%	-$10.5K	0.02%	633
2022 Q3	$329K	Buy	12,341 +1,498	+14%	+$46.6K	0.02%	554
2022 Q2	$315K	Buy	10,843 +3,011	+38%	+$98.1K	0.02%	601
2022 Q1	$293K	Sell	7,832 -133	-2%	-$4.71K	0.01%	668
2021 Q4	$299K	Buy	+7,965	New	+$281K	0.01%	648

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameritas Advisory Services's CSX Position: Q1 2026 in Review

Ameritas Advisory Services reduced its CSX Corp (CSX) stake by 6.1% in Q1 2026, selling an estimated $25.9K and leaving 10,241 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #642.

Ameritas Advisory Services first reported a position in CSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $429K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Ameritas Advisory Services held 10,241 shares of CSX Corp worth $420K as of Q1 2026.
Ameritas Advisory Services sold 662 CSX Corp shares in Q1 2026, an estimated $25.9K.
CSX Corp made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #642 holding.
Ameritas Advisory Services first reported a position in CSX Corp in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's CSX Corp position peaked at $429K in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.