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Arete Wealth Advisors’s CSX Corp CSX Stock Holding History

Arete Wealth Advisors’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 		$1M Sell
24,468
-4,059
-14% -$159K 0.08% 217
2025
Q4 		$1.03M Buy
28,527
+3,318
+13% +$119K 0.06% 283
2025
Q3 		$895K Buy
25,209
+503
+2% +$17.2K 0.06% 300
2025
Q2 		$806K Buy
24,706
+2,173
+10% +$65.4K 0.06% 294
2025
Q1 		$663K Buy
22,533
+1,016
+5% +$32.3K 0.05% 318
2024
Q4 		$695K Buy
21,517
+3,339
+18% +$115K 0.05% 327
2024
Q3 		$624K Sell
18,178
-531
-3% -$18K 0.05% 317
2024
Q2 		$627K Sell
18,709
-201
-1% -$6.83K 0.05% 342
2024
Q1 		$701K Sell
18,910
-528
-3% -$19.3K 0.06% 259
2023
Q4 		$674K Sell
19,438
-2,581
-12% -$82.2K 0.05% 331
2023
Q3 		$677K Sell
22,019
-529
-2% -$16.8K 0.12% 189
2023
Q2 		$769K Buy
+22,548
New +$713K 0.07% 268
2023
Q1 		– Sell
-6,487
Closed -$201M – 672
2022
Q4 		$201M Buy
+6,487
New +$195K 0.02% 560
2022
Q3 		– Sell
-8,417
Closed -$244K – 588
2022
Q2 		$244K Buy
8,417
+1,341
+19% +$43.7K 0.02% 381
2022
Q1 		$265K Sell
7,076
-31
-0.4% -$1.1K 0.02% 410
2021
Q4 		$267K Buy
+7,107
New +$251K 0.02% 408
2021
Q2 		– Sell
-6,624
Closed -$213K – 388
2021
Q1 		$213K Buy
+6,624
New +$202K 0.03% 384
2019
Q1 		– Sell
-10,881
Closed -$225K – 390
2018
Q4 		$225K Hold
10,881
– – 0.05% 314
2018
Q3 		$269K Hold
10,881
– – 0.06% 281
2018
Q2 		$231K Sell
10,881
-219
-2% -$4.51K 0.06% 321
2018
Q1 		$206K Sell
11,100
-1,500
-12% -$28K 0.07% 298
2017
Q4 		$231K Hold
12,600
– – 0.08% 275
2017
Q3 		$228K Hold
12,600
– – 0.09% 233
2017
Q2 		$229K Buy
+12,600
New +$216K 0.1% 211

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arete Wealth Advisors's CSX Position: Q1 2026 in Review

Arete Wealth Advisors reduced its CSX Corp (CSX) stake by 14% in Q1 2026, selling an estimated $159K and leaving 24,468 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #217.

Arete Wealth Advisors first reported a position in CSX in Q2 2017 and has held it in 24 quarters since. The position peaked at $201M in Q4 2022. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Arete Wealth Advisors held 24,468 shares of CSX Corp worth $1M as of Q1 2026.
  • Arete Wealth Advisors sold 4,059 CSX Corp shares in Q1 2026, an estimated $159K.
  • CSX Corp made up 0.08% of Arete Wealth Advisors's portfolio in Q1 2026, its #217 holding.
  • Arete Wealth Advisors first reported a position in CSX Corp in Q2 2017 and has held it in 24 quarters since.
  • Arete Wealth Advisors's CSX Corp position peaked at $201M in Q4 2022.
  • 1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.