BSW Wealth Partners’s CSX Corp CSX Stock Holding History

BSW Wealth Partners’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	$219K	Buy	+4,606	New	+$208K	0.02%	305
2026 Q1	–	Sell	-5,716	Closed	-$207K	–	320
2025 Q4	$207K	Buy	+5,716	New	+$205K	0.02%	311
2024 Q2	–	Sell	-5,956	Closed	-$221K	–	298
2024 Q1	$221K	Sell	5,956 -147	-2%	-$5.37K	0.04%	265
2023 Q4	$212K	Buy	+6,103	New	+$194K	0.04%	254
2023 Q3	–	Sell	-7,411	Closed	-$253K	–	254
2023 Q2	$253K	Sell	7,411 -11	-0.1%	-$348	0.05%	212
2023 Q1	$222K	Buy	7,422 +126	+2%	+$3.87K	0.05%	279
2022 Q4	$226K	Buy	+7,296	New	+$219K	0.05%	256
2021 Q2	–	Sell	-7,833	Closed	-$252K	–	243
2021 Q1	$252K	Sell	7,833 -675	-8%	-$20.6K	0.07%	172
2020 Q4	$257K	Buy	+8,508	New	+$244K	0.08%	140

Other funds holding CSX

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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

BSW Wealth Partners's CSX Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in CSX Corp (CSX) in Q2 2026: 4,606 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in CSX as recently as Q4 2025.

BSW Wealth Partners first reported a position in CSX in Q4 2020 and has held it in 9 quarters since. The position peaked at $257K in Q4 2020. 417 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

BSW Wealth Partners held 4,606 shares of CSX Corp worth $219K as of Q2 2026.
CSX Corp was a new BSW Wealth Partners position in Q2 2026.
CSX Corp made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #305 holding.
BSW Wealth Partners first reported a position in CSX Corp in Q4 2020 and has held it in 9 quarters since.
BSW Wealth Partners's CSX Corp position peaked at $257K in Q4 2020.
417 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.