Beacon Financial Advisory
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Beacon Financial Advisory’s CSX Corp CSX Stock Holding History

Beacon Financial Advisory’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 		$1.82M Buy
+39,188
New +$1.94M 0.34% 63
2025
Q4 		– Sell
-46,993
Closed -$1.67M – 377
2025
Q3 		$1.67M Buy
46,993
+57
+0.1% +$1.95K 0.39% 57
2025
Q2 		$1.53M Buy
+46,936
New +$1.41M 0.4% 56

Other funds holding CSX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's CSX Position: Q3 2026 in Review

Beacon Financial Advisory opened a new position in CSX Corp (CSX) in Q3 2026: 39,188 shares worth $1.82M. The stake represents 0.34% of the portfolio and ranks #63 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in CSX as recently as Q3 2025.

Beacon Financial Advisory first reported a position in CSX in Q2 2025 and has held it in 3 quarters since. 959 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Beacon Financial Advisory held 39,188 shares of CSX Corp worth $1.82M as of Q3 2026.
  • CSX Corp was a new Beacon Financial Advisory position in Q3 2026.
  • CSX Corp made up 0.34% of Beacon Financial Advisory's portfolio in Q3 2026, its #63 holding.
  • Beacon Financial Advisory first reported a position in CSX Corp in Q2 2025 and has held it in 3 quarters since.
  • 959 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.