Apella Capital
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Apella Capital’s CSX Corp CSX Stock Holding History

Apella Capital’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 		$1.74M Buy
37,169
+586
+2% +$29.1K 0.02% 303
2026
Q2 		$1.77M Buy
36,583
+105
+0.3% +$4.74K 0.03% 283
2026
Q1 		$1.58M Buy
36,478
+30,633
+524% +$1.2M 0.02% 289
2025
Q4 		$212K Buy
+5,845
New +$209K ﹤0.01% 508

Other funds holding CSX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Apella Capital's CSX Position: Q3 2026 in Review

Apella Capital increased its CSX Corp (CSX) stake by 1.6% in Q3 2026, buying an estimated $29.1K and bringing the position to 37,169 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #303.

Apella Capital first reported a position in CSX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.77M in Q2 2026. 406 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Apella Capital held 37,169 shares of CSX Corp worth $1.74M as of Q3 2026.
  • Apella Capital bought 586 CSX Corp shares in Q3 2026, an estimated $29.1K.
  • CSX Corp made up 0.02% of Apella Capital's portfolio in Q3 2026, its #303 holding.
  • Apella Capital first reported a position in CSX Corp in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's CSX Corp position peaked at $1.77M in Q2 2026.
  • 406 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.