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Beacon Financial Strategies’s CSX Corp CSX Stock Holding History

Beacon Financial Strategies’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 		$109K Hold
2,298
– – 0.05% 63
2026
Q1 		$94.3K Hold
2,298
– – 0.05% 58
2025
Q4 		$83.3K Buy
+2,298
New +$82.2K 0.05% 63

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
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Beacon Financial Strategies's CSX Position: Q2 2026 in Review

Beacon Financial Strategies held its CSX Corp (CSX) position steady in Q2 2026 at 2,298 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #63.

Beacon Financial Strategies first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Beacon Financial Strategies held 2,298 shares of CSX Corp worth $109K as of Q2 2026.
  • Beacon Financial Strategies left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.05% of Beacon Financial Strategies's portfolio in Q2 2026, its #63 holding.
  • Beacon Financial Strategies first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.