AWM
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Avior Wealth Management’s CSX Corp CSX Stock Holding History

Avior Wealth Management’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 		$403K Sell
8,469
-196
-2% -$8.85K 0.01% 576
2026
Q1 		$356K Buy
8,665
+525
+6% +$20.6K 0.01% 637
2025
Q4 		$295K Sell
8,140
-2,138
-21% -$76.5K 0.01% 616
2025
Q3 		$365K Buy
10,278
+1,587
+18% +$54.2K 0.01% 538
2025
Q2 		$284K Buy
8,691
+4,913
+130% +$148K 0.01% 582
2025
Q1 		$111K Sell
3,778
-8,210
-68% -$261K ﹤0.01% 693
2024
Q4 		$387K Buy
11,988
+198
+2% +$6.79K 0.01% 520
2024
Q3 		$407K Buy
11,790
+293
+3% +$9.94K 0.02% 509
2024
Q2 		$385K Sell
11,497
-1,200
-9% -$40.8K 0.02% 504
2024
Q1 		$471K Buy
12,697
+3,071
+32% +$112K 0.02% 467
2023
Q4 		$334K Hold
9,626
– – 0.02% 426
2023
Q3 		$296K Hold
9,626
– – 0.02% 442
2023
Q2 		$328K Buy
9,626
+8,803
+1,070% +$278K 0.02% 432
2023
Q1 		$24.7K Buy
823
+45
+6% +$1.38K ﹤0.01% 910
2022
Q4 		$24.1K Buy
778
+1
+0.1% +$30 ﹤0.01% 731
2022
Q3 		$20K Buy
777
+50
+7% +$1.55K ﹤0.01% 738
2022
Q2 		$21K Sell
727
-209
-22% -$6.81K ﹤0.01% 671
2022
Q1 		$35K Buy
936
+1
+0.1% +$35 ﹤0.01% 639
2021
Q4 		$35K Sell
935
-310
-25% -$10.9K ﹤0.01% 619
2021
Q3 		$37K Buy
1,245
+27
+2% +$865 ﹤0.01% 587
2021
Q2 		$39K Sell
1,218
-72
-6% -$2.38K ﹤0.01% 556
2021
Q1 		$41K Sell
1,290
-1,887
-59% -$57.6K ﹤0.01% 544
2020
Q4 		$96K Buy
3,177
+1,893
+147% +$54.4K 0.01% 445
2020
Q3 		$33K Buy
1,284
+3
+0.2% +$74 ﹤0.01% 538
2020
Q2 		$29K Hold
1,281
– – ﹤0.01% 530
2020
Q1 		$24K Buy
1,281
+3
+0.2% +$70 ﹤0.01% 500
2019
Q4 		$30K Hold
1,278
– – ﹤0.01% 502
2019
Q3 		$29K Buy
1,278
+600
+88% +$14K 0.01% 498
2019
Q2 		$17K Buy
678
+72
+12% +$1.85K ﹤0.01% 545
2019
Q1 		$15K Hold
606
– – ﹤0.01% 507
2018
Q4 		$12K Buy
+606
New +$13.9K ﹤0.01% 558
2018
Q2 		– Sell
-30
Closed -$1K – 792
2018
Q1 		$1K Hold
30
– – ﹤0.01% 717
2017
Q4 		$1K Buy
+30
New +$531 ﹤0.01% 720
2016
Q4 		– Sell
-87
Closed -$1K – 503
2016
Q3 		$1K Buy
+87
New +$823 ﹤0.01% 439

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

Avior Wealth Management's CSX Position: Q2 2026 in Review

Avior Wealth Management reduced its CSX Corp (CSX) stake by 2.3% in Q2 2026, selling an estimated $8.85K and leaving 8,469 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #576.

Avior Wealth Management first reported a position in CSX in Q3 2016 and has held it in 34 quarters since. The position peaked at $471K in Q1 2024. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Avior Wealth Management held 8,469 shares of CSX Corp worth $403K as of Q2 2026.
  • Avior Wealth Management sold 196 CSX Corp shares in Q2 2026, an estimated $8.85K.
  • CSX Corp made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #576 holding.
  • Avior Wealth Management first reported a position in CSX Corp in Q3 2016 and has held it in 34 quarters since.
  • Avior Wealth Management's CSX Corp position peaked at $471K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.