Bay Harbor Wealth Management
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Bay Harbor Wealth Management’s CSX Corp CSX Stock Holding History

Bay Harbor 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
Q3 		$20.5K Buy
440
+82
+23% +$4.07K ﹤0.01% 193
2026
Q2 		$17K Buy
358
+82
+30% +$3.7K ﹤0.01% 208
2026
Q1 		$11.3K Buy
276
+77
+39% +$3.02K ﹤0.01% 204
2025
Q4 		$7.21K Buy
199
+78
+64% +$2.79K ﹤0.01% 218
2025
Q3 		$4.3K Buy
121
+22
+22% +$751 ﹤0.01% 222
2025
Q2 		$3.23K Buy
99
+45
+83% +$1.35K ﹤0.01% 219
2025
Q1 		$1.59K Buy
+54
New +$1.72K ﹤0.01% 222
2024
Q2 		– Sell
-63
Closed -$2.34K – 170
2024
Q1 		$2.34K Sell
63
-14
-18% -$511 ﹤0.01% 153
2023
Q4 		$2.67K Hold
77
– – ﹤0.01% 137
2023
Q3 		$2.37K Hold
77
– – ﹤0.01% 129
2023
Q2 		$2.62K Sell
77
-9
-10% -$285 ﹤0.01% 133
2023
Q1 		$2.57K Buy
+86
New +$2.64K ﹤0.01% 128
2021
Q1 		– Sell
-2,625
Closed -$79K – 257
2020
Q4 		$79K Hold
2,625
– – 0.04% 119
2020
Q3 		$68K Hold
2,625
– – 0.03% 130
2020
Q2 		$61K Hold
2,625
– – 0.03% 134
2020
Q1 		$50K Buy
2,625
+600
+30% +$14K 0.03% 128
2019
Q4 		$49K Hold
2,025
– – 0.03% 154
2019
Q3 		$45K Sell
2,025
-75
-4% -$1.75K 0.03% 157
2019
Q2 		$54K Hold
2,100
– – 0.03% 150
2019
Q1 		$52K Hold
2,100
– – 0.04% 155
2018
Q4 		$43K Buy
+2,100
New +$48.3K 0.03% 163

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bay Harbor Wealth Management's CSX Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its CSX Corp (CSX) stake by 23% in Q3 2026, buying an estimated $4.07K and bringing the position to 440 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Bay Harbor Wealth Management first reported a position in CSX in Q4 2018 and has held it in 21 quarters since. The position peaked at $79K in Q4 2020. 1,149 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Bay Harbor Wealth Management held 440 shares of CSX Corp worth $20.5K as of Q3 2026.
  • Bay Harbor Wealth Management bought 82 CSX Corp shares in Q3 2026, an estimated $4.07K.
  • CSX Corp made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Bay Harbor Wealth Management first reported a position in CSX Corp in Q4 2018 and has held it in 21 quarters since.
  • Bay Harbor Wealth Management's CSX Corp position peaked at $79K in Q4 2020.
  • 1,149 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.