Broadwater Capital’s CSX Corp CSX Stock Holding History

Broadwater Capital’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	$19.3K	Sell	405 -1,080	-73%	-$48.8K	0.01%	134
2026 Q1	$53.8K	Hold	1,485	–	–	0.04%	103
2025 Q4	$53.8K	Sell	1,485 -4,320	-74%	-$155K	0.04%	103
2025 Q3	$206K	Sell	5,805 -183,612	-97%	-$6.27M	0.15%	75
2025 Q2	$189M	Buy	189,417 +182,172	+2,514%	+$5.48M	0.15%	76
2025 Q1	$213K	Hold	7,245	–	–	0.17%	74
2024 Q4	$234K	Hold	7,245	–	–	0.18%	74
2024 Q3	$250K	Hold	7,245	–	–	0.18%	74
2024 Q2	$242K	Hold	7,245	–	–	0.19%	70
2024 Q1	$269K	Hold	7,245	–	–	0.21%	68
2023 Q4	$251K	Buy	+7,245	New	+$231K	0.2%	70

Other funds holding CSX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Broadwater Capital's CSX Position: Q2 2026 in Review

Broadwater Capital reduced its CSX Corp (CSX) stake by 73% in Q2 2026, selling an estimated $48.8K and leaving 405 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #134.

Broadwater Capital first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $189M in Q2 2025. 1,093 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Broadwater Capital held 405 shares of CSX Corp worth $19.3K as of Q2 2026.
Broadwater Capital sold 1,080 CSX Corp shares in Q2 2026, an estimated $48.8K.
CSX Corp made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #134 holding.
Broadwater Capital first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's CSX Corp position peaked at $189M in Q2 2025.
1,093 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.