BPA
CSX icon

Beacon Pointe Advisors’s CSX Corp CSX Stock Holding History

Beacon Pointe 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
Q1 		$6.44M Buy
156,896
+45,911
+41% +$1.8M 0.03% 413
2025
Q4 		$4.02M Buy
110,985
+4,669
+4% +$167K 0.03% 441
2025
Q3 		$3.78M Sell
106,316
-14,832
-12% -$506K 0.03% 413
2025
Q2 		$3.95M Sell
121,148
-2,510
-2% -$75.5K 0.04% 361
2025
Q1 		$3.64M Buy
123,658
+59
+0% +$1.87K 0.04% 354
2024
Q4 		$3.99M Sell
123,599
-17,938
-13% -$615K 0.04% 322
2024
Q3 		$4.89M Sell
141,537
-10,675
-7% -$362K 0.06% 292
2024
Q2 		$5.09M Sell
152,212
-19,210
-11% -$652K 0.06% 273
2024
Q1 		$6.35M Buy
171,422
+1,196
+0.7% +$43.6K 0.07% 247
2023
Q4 		$5.9M Sell
170,226
-3,398
-2% -$108K 0.07% 244
2023
Q3 		$5.34M Buy
173,624
+115,130
+197% +$3.65M 0.07% 251
2023
Q2 		$1.99M Sell
58,494
-96,632
-62% -$3.06M 0.03% 378
2023
Q1 		$4.64M Buy
155,126
+98,663
+175% +$3.03M 0.08% 218
2022
Q4 		$1.75M Buy
56,463
+4,723
+9% +$142K 0.03% 383
2022
Q3 		$1.37M Buy
51,740
+2,490
+5% +$77.4K 0.03% 398
2022
Q2 		$1.43M Sell
49,250
-13,360
-21% -$435K 0.03% 390
2022
Q1 		$2.35M Buy
62,610
+23,258
+59% +$823K 0.03% 415
2021
Q4 		$1.48M Sell
39,352
-17,318
-31% -$611K 0.04% 303
2021
Q3 		$1.69M Buy
56,670
+26,211
+86% +$839K 0.04% 305
2021
Q2 		$977K Buy
30,459
+19,770
+185% +$652K 0.03% 340
2021
Q1 		$345K Sell
10,689
-4,428
-29% -$135K 0.02% 357
2020
Q4 		$458K Buy
15,117
+4,476
+42% +$129K 0.03% 289
2020
Q3 		$275K Buy
10,641
+6
+0.1% +$148 0.03% 310
2020
Q2 		$247K Sell
10,635
-678
-6% -$15K 0.02% 333
2020
Q1 		$216K Buy
+11,313
New +$264K 0.03% 272

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Pointe Advisors's CSX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its CSX Corp (CSX) stake by 41% in Q1 2026, buying an estimated $1.8M and bringing the position to 156,896 shares worth $6.44M. The position accounts for 0.03% of the portfolio, ranked #413.

Beacon Pointe Advisors first reported a position in CSX in Q1 2020 and has held it in 25 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Beacon Pointe Advisors held 156,896 shares of CSX Corp worth $6.44M as of Q1 2026.
  • Beacon Pointe Advisors bought 45,911 CSX Corp shares in Q1 2026, an estimated $1.8M.
  • CSX Corp made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #413 holding.
  • Beacon Pointe Advisors first reported a position in CSX Corp in Q1 2020 and has held it in 25 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.