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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
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

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Apella Capital's CSX Position: Q2 2026 in Review

Apella Capital increased its CSX Corp (CSX) stake by 0.29% in Q2 2026, buying an estimated $4.74K and bringing the position to 36,583 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #283.

Apella Capital first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Apella Capital held 36,583 shares of CSX Corp worth $1.77M as of Q2 2026.
  • Apella Capital bought 105 CSX Corp shares in Q2 2026, an estimated $4.74K.
  • CSX Corp made up 0.03% of Apella Capital's portfolio in Q2 2026, its #283 holding.
  • Apella Capital first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.