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Avantra Family Wealth’s CSX Corp CSX Stock Holding History

Avantra Family 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 		$732K Sell
15,411
-266
-2% -$12K 0.47% 64
2026
Q1 		$644K Buy
15,677
+2,791
+22% +$109K 0.48% 65
2025
Q4 		$467K Sell
12,886
-31
-0.2% -$1.11K 0.34% 87
2025
Q3 		$459K Buy
12,917
+5,902
+84% +$202K 0.34% 89
2025
Q2 		$229K Buy
+7,015
New +$211K 0.19% 126

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Avantra Family Wealth's CSX Position: Q2 2026 in Review

Avantra Family Wealth reduced its CSX Corp (CSX) stake by 1.7% in Q2 2026, selling an estimated $12K and leaving 15,411 shares worth $732K. The position accounts for 0.47% of the portfolio, ranked #64.

Avantra Family Wealth first reported a position in CSX in Q2 2025 and has held it in 5 quarters since. 1,321 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Avantra Family Wealth held 15,411 shares of CSX Corp worth $732K as of Q2 2026.
  • Avantra Family Wealth sold 266 CSX Corp shares in Q2 2026, an estimated $12K.
  • CSX Corp made up 0.47% of Avantra Family Wealth's portfolio in Q2 2026, its #64 holding.
  • Avantra Family Wealth first reported a position in CSX Corp in Q2 2025 and has held it in 5 quarters since.
  • 1,321 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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