BFG
CSX icon

Berger Financial Group’s CSX Corp CSX Stock Holding History

Berger Financial Group’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 		$230K Sell
4,848
-320
-6% -$14.4K 0.01% 431
2026
Q1 		$212K Buy
+5,168
New +$203K 0.01% 448
2024
Q4 		– Sell
-6,174
Closed -$213K – 415
2024
Q3 		$213K Buy
6,174
+62
+1% +$2.1K 0.02% 373
2024
Q2 		$204K Sell
6,112
-99
-2% -$3.36K 0.02% 357
2024
Q1 		$230K Sell
6,211
-366
-6% -$13.4K 0.02% 327
2023
Q4 		$228K Sell
6,577
-468
-7% -$14.9K 0.02% 280
2023
Q3 		$217K Sell
7,045
-1,183
-14% -$37.5K 0.02% 260
2023
Q2 		$281K Sell
8,228
-347
-4% -$11K 0.03% 222
2023
Q1 		$257K Sell
8,575
-342
-4% -$10.5K 0.03% 230
2022
Q4 		$276K Sell
8,917
-357
-4% -$10.7K 0.04% 210
2022
Q3 		$247K Sell
9,274
-385
-4% -$12K 0.04% 208
2022
Q2 		$281K Sell
9,659
-619
-6% -$20.2K 0.04% 192
2022
Q1 		$385K Sell
10,278
-841
-8% -$29.7K 0.05% 174
2021
Q4 		$418K Buy
+11,119
New +$392K 0.06% 170

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

Berger Financial Group's CSX Position: Q2 2026 in Review

Berger Financial Group reduced its CSX Corp (CSX) stake by 6.2% in Q2 2026, selling an estimated $14.4K and leaving 4,848 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #431.

Berger Financial Group first reported a position in CSX in Q4 2021 and has held it in 14 quarters since. The position peaked at $418K in Q4 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Berger Financial Group held 4,848 shares of CSX Corp worth $230K as of Q2 2026.
  • Berger Financial Group sold 320 CSX Corp shares in Q2 2026, an estimated $14.4K.
  • CSX Corp made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #431 holding.
  • Berger Financial Group first reported a position in CSX Corp in Q4 2021 and has held it in 14 quarters since.
  • Berger Financial Group's CSX Corp position peaked at $418K in Q4 2021.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.