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B. Riley Wealth Advisors’s CSX Corp CSX Stock Holding History

B. Riley 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
Q2 		$1.28M Buy
26,693
+1,191
+5% +$53.8K 0.07% 254
2026
Q1 		$1.01M Sell
25,502
-5,510
-18% -$216K 0.06% 290
2025
Q4 		$1.12M Buy
31,012
+36
+0.1% +$1.29K 0.05% 328
2025
Q3 		$1.1M Sell
30,976
-3,367
-10% -$115K 0.05% 327
2025
Q2 		$1.12M Buy
+34,343
New +$1.03M 0.05% 329
2024
Q4 		$3.1M Sell
96,066
-17,150
-15% -$588K 0.1% 202
2024
Q3 		$3.89M Sell
113,216
-10,131
-8% -$344K 0.11% 194
2024
Q2 		$4.13M Sell
123,347
-6,522
-5% -$222K 0.11% 192
2024
Q1 		$3.99M Buy
129,869
+5,123
+4% +$187K 0.11% 187
2023
Q4 		$4.32M Sell
124,746
-5,123
-4% -$163K 0.12% 189
2023
Q3 		$3.99M Sell
129,869
-337,124
-72% -$10.7M 0.11% 187
2023
Q2 		$15.9M Buy
466,993
+329,017
+238% +$10.4M 0.36% 55
2023
Q1 		$4.13M Sell
137,976
-4,122
-3% -$127K 0.11% 199
2022
Q4 		$4.4M Buy
142,098
+653
+0.5% +$19.6K 0.12% 184
2022
Q3 		$3.77M Buy
141,445
+85,123
+151% +$2.65M 0.11% 190
2022
Q2 		$1.64M Sell
56,322
-12,532
-18% -$408K 0.07% 285
2022
Q1 		$2.58M Sell
68,854
-9,693
-12% -$343K 0.08% 244
2021
Q4 		$2.95M Buy
78,547
+1,107
+1% +$39K 0.09% 255
2021
Q3 		$2.32M Buy
77,440
+8,954
+13% +$287K 0.07% 301
2021
Q2 		$2.32M Sell
68,486
-2,530
-4% -$83.4K 0.08% 302
2021
Q1 		$2.27M Buy
71,016
+26,607
+60% +$812K 0.08% 281
2020
Q4 		$1.34M Sell
44,409
-12,681
-22% -$364K 0.07% 263
2020
Q3 		$1.43M Buy
57,090
+13,122
+30% +$324K 0.08% 257
2020
Q2 		$1.02M Buy
43,968
+801
+2% +$17.7K 0.07% 274
2020
Q1 		$825K Buy
43,167
+11,376
+36% +$266K 0.07% 272
2019
Q4 		$767K Buy
31,791
+11,121
+54% +$263K 0.07% 295
2019
Q3 		$478K Buy
20,670
+1,290
+7% +$30K 0.05% 421
2019
Q2 		$501K Sell
19,380
-1,506
-7% -$38.8K 0.05% 375
2019
Q1 		$522K Buy
20,886
+33
+0.2% +$764 0.07% 327
2018
Q4 		$432K Sell
20,853
-3,150
-13% -$72.5K 0.06% 337
2018
Q3 		$593K Buy
24,003
+3,228
+16% +$76.9K 0.07% 309
2018
Q2 		$442K Sell
20,775
-804
-4% -$16.6K 0.06% 357
2018
Q1 		$401K Sell
21,579
-19,335
-47% -$361K 0.06% 365
2017
Q4 		$751K Sell
40,914
-9,909
-19% -$175K 0.1% 224
2017
Q3 		$920K Sell
50,823
-5,247
-9% -$90.1K 0.15% 152
2017
Q2 		$1.02M Sell
56,070
-6,720
-11% -$115K 0.19% 146
2017
Q1 		$975K Sell
62,790
-11,832
-16% -$180K 0.19% 130
2016
Q4 		$894K Sell
74,622
-9,720
-12% -$109K 0.18% 141
2016
Q3 		$535K Buy
84,342
+6,999
+9% +$66.2K 0.1% 245
2016
Q2 		$417K Buy
77,343
+9,804
+15% +$85.4K 0.08% 297
2016
Q1 		$334K Buy
67,539
+34,575
+105% +$280K 0.08% 321
2015
Q4 		$286K Sell
32,964
-3,495
-10% -$31.7K 0.06% 378
2015
Q3 		$328K Buy
36,459
+1,572
+5% +$15.4K 0.08% 325
2015
Q2 		$381K Sell
34,887
-1,362
-4% -$15.8K 0.09% 267
2015
Q1 		$400K Buy
36,249
+3,681
+11% +$42.3K 0.1% 275
2014
Q4 		$4.8K Buy
32,568
+1,110
+4% +$13K 0.1% 254
2014
Q3 		$336K Sell
31,458
-33,597
-52% -$346K 0.09% 314
2014
Q2 		$356K Buy
65,055
+33,723
+108% +$328K 0.08% 264
2014
Q1 		$303K Buy
31,332
+4,236
+16% +$39.3K 0.09% 262
2013
Q4 		$260K Buy
27,096
+10,893
+67% +$97.6K 0.08% 276
2013
Q3 		$139K Sell
16,203
-13,290
-45% -$112K 0.05% 452
2013
Q2 		$228K Buy
+29,493
New +$242K 0.08% 288

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

B. Riley Wealth Advisors's CSX Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its CSX Corp (CSX) stake by 4.7% in Q2 2026, buying an estimated $53.8K and bringing the position to 26,693 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #254.

B. Riley Wealth Advisors first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.9M in Q2 2023. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • B. Riley Wealth Advisors held 26,693 shares of CSX Corp worth $1.28M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,191 CSX Corp shares in Q2 2026, an estimated $53.8K.
  • CSX Corp made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • B. Riley Wealth Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's CSX Corp position peaked at $15.9M in Q2 2023.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.