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BOK Financial Private Wealth’s CSX Corp CSX Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-36
Closed -$1.16K – 519
2024
Q4 		$1.16K Buy
+36
New +$1.24K ﹤0.01% 490
2022
Q2 		– Sell
-6,834
Closed -$256K – 388
2022
Q1 		$256K Buy
6,834
+1,445
+27% +$51.1K 0.02% 262
2021
Q4 		$203K Buy
+5,389
New +$190K 0.01% 294

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BOK Financial Private Wealth's CSX Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 36 shares — an estimated $1.16K sold.

BOK Financial Private Wealth first reported a position in CSX in Q4 2021 and held it in 3 quarters. The position peaked at $256K in Q1 2022. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 36 CSX Corp shares in Q1 2025, an estimated $1.16K.
  • BOK Financial Private Wealth first reported a position in CSX Corp in Q4 2021 and held it in 3 quarters.
  • BOK Financial Private Wealth's CSX Corp position peaked at $256K in Q1 2022.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.