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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beacon Financial Advisory's CSX Position: Q4 2025 in Review

Beacon Financial Advisory sold out of CSX Corp (CSX) in Q4 2025, closing a stake of 46,993 shares — an estimated $1.67M sold.

Beacon Financial Advisory first reported a position in CSX in Q2 2025 and held it in 2 quarters. The position peaked at $1.67M in Q3 2025. 1,811 funds tracked by Wall St. Rank hold CSX as of Q4 2025.

Beacon Financial Advisory reported no remaining CSX Corp position as of Q4 2025 after selling out during the quarter.
Beacon Financial Advisory sold 46,993 CSX Corp shares in Q4 2025, an estimated $1.67M.
Beacon Financial Advisory first reported a position in CSX Corp in Q2 2025 and held it in 2 quarters.
Beacon Financial Advisory's CSX Corp position peaked at $1.67M in Q3 2025.
1,811 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.