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Bordeaux Wealth Advisors’s CSX Corp CSX Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$205K Buy
+6,278
New +$189K 0.03% 155
2024
Q4 		– Sell
-6,275
Closed -$217K – 164
2024
Q3 		$217K Buy
+6,275
New +$213K 0.04% 149

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bordeaux Wealth Advisors's CSX Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in CSX Corp (CSX) in Q2 2025: 6,278 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: Bordeaux Wealth Advisors previously reported a position in CSX as recently as Q3 2024.

Bordeaux Wealth Advisors first reported a position in CSX in Q3 2024 and has held it in 2 quarters since. The position peaked at $217K in Q3 2024. 1,698 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Bordeaux Wealth Advisors held 6,278 shares of CSX Corp worth $205K as of Q2 2025.
  • CSX Corp was a new Bordeaux Wealth Advisors position in Q2 2025.
  • CSX Corp made up 0.03% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #155 holding.
  • Bordeaux Wealth Advisors first reported a position in CSX Corp in Q3 2024 and has held it in 2 quarters since.
  • Bordeaux Wealth Advisors's CSX Corp position peaked at $217K in Q3 2024.
  • 1,698 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.