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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
Q2 		$7.02M Sell
147,675
-9,221
-6% -$416K 0.03% 435
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Beacon Pointe Advisors's CSX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its CSX Corp (CSX) stake by 5.9% in Q2 2026, selling an estimated $416K and leaving 147,675 shares worth $7.02M. The position accounts for 0.03% of the portfolio, ranked #435.

Beacon Pointe Advisors first reported a position in CSX in Q1 2020 and has held it in 26 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Beacon Pointe Advisors held 147,675 shares of CSX Corp worth $7.02M as of Q2 2026.
  • Beacon Pointe Advisors sold 9,221 CSX Corp shares in Q2 2026, an estimated $416K.
  • CSX Corp made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #435 holding.
  • Beacon Pointe Advisors first reported a position in CSX Corp in Q1 2020 and has held it in 26 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.