BNC Wealth Management’s CSX Corp CSX Stock Holding History

BNC Wealth Management’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 Q3	$339K	Hold	7,284	–	–	0.08%	79
2026 Q2	$346K	Hold	7,284	–	–	0.08%	80
2026 Q1	$299K	Hold	7,284	–	–	0.08%	87
2025 Q4	$264K	Hold	7,284	–	–	0.07%	86
2025 Q3	$259K	Hold	7,284	–	–	0.07%	85
2025 Q2	$238K	Sell	7,284 -151	-2%	-$4.54K	0.07%	81
2025 Q1	$219K	Sell	7,435 -90	-1%	-$2.86K	0.08%	87
2024 Q4	$243K	Sell	7,525 -217	-3%	-$7.44K	0.08%	82
2024 Q3	$267K	Sell	7,742 -29	-0.4%	-$984	0.1%	78
2024 Q2	$260K	Sell	7,771 -90	-1%	-$3.06K	0.1%	83
2024 Q1	$291K	Sell	7,861 -90	-1%	-$3.28K	0.12%	86
2023 Q4	$276K	Hold	7,951	–	–	0.13%	83
2023 Q3	$244K	Hold	7,951	–	–	0.13%	87
2023 Q2	$271K	Sell	7,951 -392	-5%	-$12.4K	0.14%	86
2023 Q1	$250K	Hold	8,343	–	–	0.14%	98
2022 Q4	$258K	Hold	8,343	–	–	0.15%	91
2022 Q3	$222K	Hold	8,343	–	–	0.13%	96
2022 Q2	$242K	Hold	8,343	–	–	0.13%	101
2022 Q1	$312K	Hold	8,343	–	–	0.15%	95
2021 Q4	$314K	Hold	8,343	–	–	0.15%	88
2021 Q3	$248K	Hold	8,343	–	–	0.15%	79
2021 Q2	$268K	Hold	8,343	–	–	0.16%	75
2021 Q1	$268K	Hold	8,343	–	–	0.19%	70
2020 Q4	$252K	Hold	8,343	–	–	0.16%	81
2020 Q3	$216K	Buy	+8,343	New	+$206K	0.15%	78

Other funds holding CSX

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

BNC Wealth Management's CSX Position: Q3 2026 in Review

BNC Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 7,284 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #79.

BNC Wealth Management first reported a position in CSX in Q3 2020 and has held it in 25 quarters since. The position peaked at $346K in Q2 2026. 348 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

BNC Wealth Management held 7,284 shares of CSX Corp worth $339K as of Q3 2026.
BNC Wealth Management left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.08% of BNC Wealth Management's portfolio in Q3 2026, its #79 holding.
BNC Wealth Management first reported a position in CSX Corp in Q3 2020 and has held it in 25 quarters since.
BNC Wealth Management's CSX Corp position peaked at $346K in Q2 2026.
348 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.