Brandywine Oak Private Wealth’s CSX Corp CSX Stock Holding History

Brandywine Oak 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
2026 Q3	$560K	Hold	12,031	–	–	0.04%	146
2026 Q2	$572K	Buy	12,031 +30	+0.2%	+$1.36K	0.04%	150
2026 Q1	$493K	Hold	12,001	–	–	0.04%	149
2025 Q4	$435K	Sell	12,001 -60	-0.5%	-$2.15K	0.04%	158
2025 Q3	$428K	Sell	12,061 -960	-7%	-$32.8K	0.04%	162
2025 Q2	$425K	Hold	13,021	–	–	0.04%	162
2025 Q1	$383K	Sell	13,021 -6	-0%	-$191	0.04%	168
2024 Q4	$420K	Buy	13,027 +6	+0%	+$206	0.04%	161
2024 Q3	$450K	Sell	13,021 -321	-2%	-$10.9K	0.04%	158
2024 Q2	$446K	Sell	13,342 -1,611	-11%	-$54.7K	0.05%	157
2024 Q1	$554K	Buy	14,953 +960	+7%	+$35K	0.06%	144
2023 Q4	$485K	Hold	13,993	–	–	0.05%	150
2023 Q3	$430K	Sell	13,993 -2,303	-14%	-$73K	0.05%	153
2023 Q2	$556K	Hold	16,296	–	–	0.06%	146
2023 Q1	$488K	Hold	16,296	–	–	0.06%	162
2022 Q4	$505K	Sell	16,296 -27	-0.2%	-$812	0.06%	158
2022 Q3	$434K	Sell	16,323 -60	-0.4%	-$1.86K	0.06%	168
2022 Q2	$476K	Hold	16,383	–	–	0.06%	178
2022 Q1	$613K	Hold	16,383	–	–	0.07%	176
2021 Q4	$616K	Hold	16,383	–	–	0.07%	180
2021 Q3	$487K	Sell	16,383 -600	-4%	-$19.2K	0.06%	197
2021 Q2	$544K	Buy	16,983 +60	+0.4%	+$1.98K	0.06%	185
2021 Q1	$543K	Sell	16,923 -36	-0.2%	-$1.1K	0.08%	146
2020 Q4	$513K	Hold	16,959	–	–	0.08%	145
2020 Q3	$439K	Buy	16,959 +156	+0.9%	+$3.85K	0.07%	152
2020 Q2	$383K	Sell	16,803 -777	-4%	-$17.2K	0.07%	161
2020 Q1	$315K	Sell	17,580 -2,472	-12%	-$57.7K	0.07%	152
2019 Q4	$483K	Buy	20,052 +1,716	+9%	+$40.6K	0.09%	116
2019 Q3	$423K	Buy	+18,336	New	+$427K	0.08%	121
2019 Q1	–	Sell	-7,896	Closed	-$163K	–	296
2018 Q4	$163K	Buy	+7,896	New	+$182K	0.04%	223

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brandywine Oak Private Wealth's CSX Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its CSX Corp (CSX) position steady in Q3 2026 at 12,031 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #146.

Brandywine Oak Private Wealth first reported a position in CSX in Q4 2018 and has held it in 30 quarters since. The position peaked at $616K in Q4 2021. 874 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Brandywine Oak Private Wealth held 12,031 shares of CSX Corp worth $560K as of Q3 2026.
Brandywine Oak Private Wealth left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #146 holding.
Brandywine Oak Private Wealth first reported a position in CSX Corp in Q4 2018 and has held it in 30 quarters since.
Brandywine Oak Private Wealth's CSX Corp position peaked at $616K in Q4 2021.
874 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.